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Showing 71 - 80 of 621 results for %22Next Generation%22

Adviser salaries to jump in 2023: Experts

CASSANDRA BALDINI  |  WEDNESDAY, 11 JAN 2023
... something's come up, and they haven't been made aware of those issues. That's caused problems for them trying to find the next role." On the flip side, he explained advisers are seeking firms with proper structures in place. "So having client ...

HNWs recalibrate investment goals: Report

CHLOE WALKER  |  THURSDAY, 1 DEC 2022
... Looking even further ahead, it said that HNWs expect to pass down close to $2 trillion worth of assets to the next generation, equating to around 70% of their total assets. Financial advisers are the main port of call for inter-generational planning ...

Millions of retirees will benefit from QAR

CASSANDRA BALDINI  |  TUESDAY, 29 NOV 2022
... superannuation, if advice policy settings are left unchanged only a third of retirees will get financial advice over the next decade. "A generation of retiring Australians would benefit from high quality and affordable financial advice that is fit for ...

AZ NGA buys stake in SCM Financial Group

CASSANDRA BALDINI  |  TUESDAY, 29 NOV 2022
AZ Next Generation Advisory (AZ NGA) has acquired a stake in SCM Financial Group (SCM) following a competitive tender process. SCM's strategic partnership with AZ NGA will enable it to fulfil its key priorities including enhancing the group's service ...

The game changing trends planners should know about

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
... said. "If you don't have any Gen Zs in your workforce right now, you will really soon. Within six years, this next generation will be 31% of the labour market. So, we're going to be working with a lot more of them." From a client perspective ...

Colonial First State launches sustainable growth fund

CHLOE WALKER  |  MONDAY, 21 NOV 2022
... 46% with superannuation or managed funds said they are likely to switch their investments to a sustainable option in the next two years. The number was even higher among CFS customers at 49%. CFS said Thrive+ will resonate with investors seeking to avoid ...

Tomorrow's clients are going to be different: BlackRock

CHLOE WALKER  |  FRIDAY, 18 NOV 2022
... dollars, more than the GDP of Australia and New Zealand combined, are set to move from the Baby Boomers to the next generation in the coming years." Therefore, Fischer said, these trends are really driving some of the shifts in adviser behaviour, with ...

JANA names new principal consultants

ELIZABETH FRY  |  FRIDAY, 18 NOV 2022
... at JANA to bring the best of operations and governance to our clients' beneficiaries as well as helping the next generation coming into our industry." Leaper has over 14 years of experience in financial services, having previously worked for National ...

Super funds, sovereign investors back $1bn VC fund

CHLOE WALKER  |  WEDNESDAY, 2 NOV 2022
... employ thousands. "In the next decade, employees will take their experiences from these companies and start the next generation of companies that follow, and Blackbird will be there to partner with them," she concluded. This fund comes exactly a decade ...

2022 Power50 advisers revealed

STAFF WRITER  |  MONDAY, 31 OCT 2022
... number of people accessing advice, working with government to shape reform packages, or mentoring and educating the next generation of advisers. "With more Australians moving into retirement in the next decade and a new wave of budding investors gaining ...