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Showing 1 - 10 of 100+ results for "Next Generation"

WealthO2 launches adviser app

KARREN VERGARA  |  TUESDAY, 22 JUN 2021
... their goals, the company said. "While increasingly we are seeing all ages of clientele utilising apps, it's the next generation of adviser's client who have viewed the issues from the Royal Commission and are even more aware of possible hidden fees and ...

Kapstream co-founder announces career break

KARREN VERGARA  |  THURSDAY, 13 MAY 2021
... contribution to Janus Henderson, his unwavering commitment to our clients, and his involvement in developing the next generation of investors. Our dedicated Absolute Return Income team consists of thirteen people, of which Nick is one, split across the ...

Infrastructure investment builds to $170bn

ALEX DUNNIN  |  TUESDAY, 11 MAY 2021
... to drive business adoption of these new technologies. Expanding our cyber security innovation fund to train the next generation of cybersecurity experts. And undertaking a digital skills cadetship trial which combines workplace and vocational training." ...

AZ NGA acquires two advice practices

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
AZ Next Generation Advisory (AZ NGA) has acquired two Queensland-based financial planning firms. Blue Harbour Financial Partners (formerly Bridges Brisbane Bayside) and Henderson Matusch Group brings the network to a total of 79. Blue Harbour, which ...

Praemium FUA up, opens Edinburgh office

ANNABELLE DICKSON  |  THURSDAY, 15 APR 2021
... substantial presence in Edinburgh gives us access to an enviably rich pool of talent in service excellence and next generation fintech, and it ensures service excellence is front and centre of our ambitious growth plans for the future." Last week Praemium ...

Count snaps up three former MLC firms

ELIZABETH MCARTHUR  |  THURSDAY, 1 APR 2021
... former MLC firms joining Count are: Sapphire Coast Financial Services (formerly licensed through Godfrey Pembroke), Next Generation Financial planning (Meritum) and Aspire Financial Planning Group (Garvan). Sapphire Coast Financial Services is the fourth ...

Celebrating women in financial services

STAFF WRITER  |  MONDAY, 8 MAR 2021
... career journey. 3. Give back to the industry and community by getting involved, volunteering and supporting the next generation of young women entering the financial services industry. Azaria Bell, advice associate, Skye Wealth Q: Do you think you've ...

Six Park launches ESG options

ELIZA BAVIN  |  FRIDAY, 15 JAN 2021
... industry is heading - in the ASX 2020 Investor Study we saw that interest in ESG investing was a priority for the next generation of investors, and these investors are the future clients of Australian financial planners and accountants," Garrett said. ...

CBA private office head joins Mutual Trust

ANNABELLE DICKSON  |  MONDAY, 7 DEC 2020
... expertise that goes beyond a strong investment culture will be key, especially as wealth is transitioned to the next generation in the decade ahead," he said.

Fintech to take on super with new hire

ELIZA BAVIN  |  MONDAY, 16 NOV 2020
... Partners and general manager of Superfund Wholesale. Most recently, he had been building a new SMSF offering for the next generation of Australian investors. He will now join Stake to build that offering under its master brand. "Self-managed super doesn't ...
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