Search Results | Showing 61 - 70 of 621 results for %22Next Generation%22 |
| | | ... financial advice, trading and market data and superannuation by reinvesting in our core software and building the next generation of advice software, industry connectivity and data and analytics capabilities. "I'm confident Iress' new organisational ... |
| | | | ... and contribute to practical solutions, social disadvantage and climate change. It achieves this by investing in next generation infrastructure and businesses providing essential services, it said. "At Palisade Impact we believe that impact investment ... |
| | | | ... superannuation gave a generation the means to end their careers with dignity, the Kids Future Fund will give the next generation the financial platform to embark on their careers with confidence." |
| | | | ... offices is increasing. "As we're seeing the transition of wealth from the baby boomer generation on to the next generation, as opposed to say, a century ago, when the wealth would have all gone to the eldest male, we're now seeing it being inherited ... |
| | | | ... real value of the $3 million cap over time. "You only need to do some basic math - if inflation ran at 4% per annum for the next 30 years, and remember inflation is currently 7.8%, a $3 million cap would be equivalent to just $925,000 in today's dollars," ... |
| | | | ... provision of retirement planning for advisers. Allianz Guaranteed Income for Life (AGILE), available in early March, is a next-generation retirement solution delivering a guaranteed income for life. The solution provides full advice platform integration ... |
| | | | AZ Next Generation Advisory (AZ NGA) has expanded its Victorian footprint, partnering with accounting and advice firm McLean Delmo Bentleys. McLean Delmo Bentleys employs approximately 90 staff across wealth management, accounting, and auditing. As ... |
| | | | ... such as Lumiant, iFactFind and Advice Revolution, as examples and said these firms are beginning to offer client portals. Next, it moved on to digital advice and institutional funding and said last year it felt optimistic about the sector. Finura said ... |
| | | | ... adviser and paraplanner number dwindling, survey results still don't provide too much comfort on where the next generation of paraplanners are coming from" the survey said. "More must be done to attract, educate and train new entrants." Looking at ... |
| | | | AZ Next Generation Advisory (AZ NGA) has appointed Dan Heckendorf as its new chief financial officer as it plans its next growth phase. Heckendorf, who will report to AZ NGA chief executive Paul Barrett, joined in October as interim chief financial ... |
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