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Showing 61 - 70 of 372 results for "Next Generation"

VFMC,CFA Societies combine to attract more women into investing

ANDREW MCKEAN  |  MONDAY, 11 APR 2022
... chief executive Kate Galvin explained the partnership offered a valuable opportunity for her team to mentor the next generation. "After years of targeted recruitment, we now have a breadth of great female talent not only in our investment and executive ...

Nucleus Wealth launches direct indexing option

CHLOE WALKER  |  THURSDAY, 31 MAR 2022
... on the shores of Australia, Nucleus Wealth chief investment officer Damien Klassen says direct indexing is the next generation of exchange traded funds. "The power is in the hands of the investor, without the research and oversight responsibilities that ...

Fifth Wall wins CBRE sustainability mandate

CHLOE WALKER  |  TUESDAY, 29 MAR 2022
CBRE has announced an investment in venture capital firm Fifth Wall's Climate Technology Fund to enable the next generation of sustainability in commercial real estate. The fund invests in technologies that will contribute to the decarbonisation of ...

First Sentier adds to RI, sustainability team

CHLOE WALKER  |  WEDNESDAY, 16 MAR 2022
... ultra-high-net-worth donors, established the Prince's Trust in the US and created a new fundraising stream to engage with the next generation of donors. FSI chief executive Mark Steinberg welcomed the new appointments to the global business. "Joanne's ...

Stake adds crypto to platform

ELIZABETH MCARTHUR  |  MONDAY, 14 MAR 2022
... isn't just about adding a few coins to your platform. It's about building a wealth management experience for the next generation. We've demonstrated that sophistication doesn't have to be complex with our US and ASX platform and now it's time to break ...

KPMG family business consultants launch advisory firm

CHLOE WALKER  |  MONDAY, 28 FEB 2022
... capital structure optimisation, strategic & financial planning, family office, philanthropy & social impact and next generation transition and development." According to the firm, "70% of global GDP comes from family businesses, yet few acknowledge the ...

Family offices embrace crypto: BNY Mellon

CHLOE WALKER  |  THURSDAY, 24 FEB 2022
... exposures in the next 12-24 months (72%), citing keeping up with new investment trends (70%) and interest from the next generation (45%). Interestingly multi-family offices are almost twice as likely to be actively investing in crypto compared to single ...

Infocus adds four practices to network

KARREN VERGARA  |  WEDNESDAY, 16 FEB 2022
... the industry experiences education and professionalisation changes. That is why it is important to invest in the next generation of up-and-coming financial advisers, and the role they will play in the future of Australia's financial advice industry ...

AllianceBernstein appoints global head of ETFs

CHLOE WALKER  |  THURSDAY, 3 FEB 2022
... success of not only our ETF business, launching later this year, but also our broader portfolio solutions including next generation SMAs and model portfolios." Commenting on his appointment, Archard said he is very proud to join a firm, "which has withstood ...

AZ NGA recruits chief operating officer

JAMIE WILLIAMSON  |  WEDNESDAY, 8 DEC 2021
The chief operating officer of Countplus will join AZ Next Generation Advisory in the new year, spearheading the group's expansion plans. Graham McGeagh has been with Countplus since 2018 but will join AZ NGA as its chief operating officer in early ...