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Showing 61 - 70 of 450 results for "Next-Generation"

Court appoints receivers to Keystone, Master Shield Fund

MATTHEW WAI  |  MONDAY, 9 SEP 2024
... representatives from Interprac Financial Planning, MWL Financial Services, Financial Services Group Australia, and Next Generation Advice having recommended investment in the Shield Master Fund. ASIC launched an investigation in February to halt new ...

Story Wealth co-founder joins Kearney

KARREN VERGARA  |  FRIDAY, 6 SEP 2024
... on what I love most, in the next phase of my career - delivering exceptional financial advice and mentoring the next generation of advisers," she said. "This move allows me to concentrate on my clients without the demands of running a business." Graham ...

Praemium revenue grows to $85m

ELIZA BAVIN  |  MONDAY, 26 AUG 2024
... have set us up for long-term success." In addition, Wamsteker said the company was on the cusp of launching its next generation IDPS with a launch set for October this year. "We have listened to our stakeholders and deployed our best operational, technology ...

Australians urged to consider bequests amid $5.4tn wealth transfer

MATTHEW WAI  |  THURSDAY, 8 AUG 2024
... wealth in the next 20 years. Of this, 38% will go to the partner if still in a couple at time of death, or the next generation (likely to be nearing 60 years of age) if single. A further 10% is expected to go to friends and family. Australia also needs ...

Barings, Rest break ground on $400m investment

ELIZA BAVIN  |  THURSDAY, 1 AUG 2024
... million. Barings project director Stephen O'Connor said the recently approved master-planned estate represents the next generation of industrial development. "We're delighted to be out breaking ground and commencing works on the Access Logistics Estate ...

The four Ds to watch in the decades to come: La Trobe

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JUL 2024
There are four key themes that will drive investment outcomes over the next generation, says La Trobe Financial's Michael Watson. Speaking at the Advisers Big Day Out (ABDO) regional roadshow in Terrigal this morning, Watson outlined the four themes ...

DASH secures $20m investment from Bailador

ANDREW MCKEAN  |  MONDAY, 1 JUL 2024
... transitions, and software teams. This expansion has a "special emphasis" on enhancing the platform to meet the needs of "next generation" advisers. Last month, the firm appointed Jim Lim as its new chief technology officer. Lim is charged with accelerating ...

Partners Group launches private infra fund

KARREN VERGARA  |  WEDNESDAY, 26 JUN 2024
... high-net-worth investors. The new private infrastructure fund is an Australian unit trust based on the Partners Group Next Generation Infrastructure strategy, which recently launched in offshore markets. The strategy aims for risk-adjusted returns across ...

Inflation weighing on next generation of retirees

ELIZA BAVIN  |  THURSDAY, 20 JUN 2024
Generation X - the next in line to retire - is worried about running out of money, or not having enough to retire at all, according to new research by Natixis Investment Managers. The research, conducted in collaboration with CoreData Research, found ...

Innova backs using leverage in super for housing

ELIZA BAVIN  |  MONDAY, 17 JUN 2024
... median house in Sydney is now valued at almost $1.4 million," Miles said. "It's no surprise then that the next generation is turning to more accessible investments such as shares and even cryptocurrencies." Miles said allowing superannuation funds ...