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Showing 951 - 960 of 1954 results for "Generation"

Former Olympian to lead investment house

KARREN VERGARA  |  FRIDAY, 26 OCT 2018
... the new chief executive at a diversified financial services firm. Grant Hackett was appointed chief executive at the Generation Development Group (GDG) annual general meeting yesterday. Hackett's focus will be to grow the recently acquired Ascalon ...

Young Aussies set lofty retirement goals

KARREN VERGARA  |  WEDNESDAY, 24 OCT 2018
... leading the charge behind impact investing. The global survey found impact investing appealed to 56% of millennials, with generation X (52%) and baby boomers (44%) follow closely behind.

Chatbots will move from consumer finance to corporate: BAML

KANIKA SOOD  |  TUESDAY, 23 OCT 2018
... technologies to banks. "We are seeing that a lot in people's lives, with Alexa and Siri. It's another thing about the younger generation [of bank customers], they just want to ask and an answer comes back," she said. "So I think we will see more and ...

CFS strikes strategic distribution deal

JAMIE WILLIAMSON  |  TUESDAY, 23 OCT 2018
... has similar partnerships with the likes of Acadian Asset Management, Milliman and former US vice-president Al Gore's Generation Investment Management.

Young advisers key to business sustainability

JAMIE WILLIAMSON  |  WEDNESDAY, 17 OCT 2018
... "Younger advisers have experiences and insights that can be of great value to firms as they look to engage the next generation of clients," Macquarie Wealth Management division director Sherise Mercer said. "They have a good understanding of what will ...

IOOF expands managed accounts offering

KARREN VERGARA  |  FRIDAY, 12 OCT 2018
... anticipates it will offer MPS to the broader market. MPS is fully integrated with XPLAN, including advice document generation and client account management with built-in client review reminders, Oliver said. Last month, IOOF appointed a new chief executive ...

You got me at like: Advisers tap social to retain clients

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
... disruptor, my millennial money. Heales said social media is simply what the phonebook directory was to the previous generation. It's a means to communicate, contact and connect with existing and prospective clients. The format has changed but the ...

Advice is the business to be in: Salt

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
... their time upon retiring - putting financial advisers in the hot seat to manage not only the wealth of the Baby Boomer generation, but the transfer of that wealth. "The sort of business to be in on the Australian continent would be to manage the wealth ...

AFA names 2018 Rising Star

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
... shaped her passion for wealth advice," he said. "Her can-do attitude and her purpose as a financial coach to make this generation of Australians the most financially free, makes her stand out as a rising star." Also nominated for the award were Finance ...

Half of Australians don't have a will

KANIKA SOOD  |  THURSDAY, 4 OCT 2018
... also broke down its findings by age: nearly 80% of Baby Boomers have a will, while for Gen Y, the number is only 20%. Generation Z are the most "clueless" with 9% admitting they don't know whether they have a will or not, the survey found.