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Showing 1 - 10 of 30 results for "NextGen"

ASIC bans former NextGen Financial Group directors

KARREN VERGARA  |  FRIDAY, 24 JUL 2026
ASIC banned two former NextGen Financial Group directors from working in financial services for three years for failing to comply with Australian Financial Complaints Authority (AFCA) determinations. Nicholas Duncan Jeremy Brookes and Vittorio Vincenzo ...

Former IFM Investors director leads global PE firm's foray into Australia

MATTHEW WAI  |  THURSDAY, 2 JUL 2026
... Asia Pacific." Antin currently has $54.5 billion (€33bn) in assets under management across its flagship, mid cap, and NextGen strategies, boasting a 250-strong workforce across Paris, London, New York, Seoul, Melbourne and Luxembourg.

ASIC bans adviser who stole from super accounts

JAMIE WILLIAMSON  |  FRIDAY, 6 FEB 2026
... The conduct occurred between July 2019 and January 2020. During this time, he was a representative of the now-defunct Nextgen Financial Group, where he joined in September 2013 and left in September 2021. In 2023 ASIC was successful in having his assets ...

Spain plans sovereign wealth fund launch

JAMIE WILLIAMSON  |  MONDAY, 19 JAN 2026
Spain is launching a sovereign wealth fund to extend the stimulus of the NextGenerationEU funds that saw it through COVID-19. The new fund, to be named 'Spain Grows', will primarily invest in sectors like artificial intelligence (AI), digitalisation ...

CSLR publishes paid claims details

JAMIE WILLIAMSON  |  FRIDAY, 26 SEP 2025
... UGC's membership to ensure victims of the Shield and First Guardian collapses can access recourse. Anne Street Partners, Nextgen Financial Group, Dover Financial Advisers, Spectrum Wealth, Libertas Financial Planning, and Brite Advisors are also on the ...

Former adviser slapped with 12 charges

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
... were not genuine between, 23 July 2019 and 15 January 2020. During this time, he was a representative of the now-defunct Nextgen Financial Group, where he joined in September 2013 and left in September 2021. After that, he was licensed under We Are Gen ...

VanEck failed to disclose influencer's role in ETF launch: SEC

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2024
... influencer's role in the February 2021 launch of the VanEck Social Sentiment ETF (NYSE: BUZZ). The ETF tracks the BUZZ NextGen AI US Sentiment Leaders Index, which comprises the 75 large cap US stocks with "the highest degree of positive investor ...

Adviser with Investport links sees ban affirmed

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... Linchpin Capital and Beacon Financial Group, Endeavour Securities, and Investport. While licensed by Financiallink, now Nextgen Financial Group, Anderson advised clients of her practice, Beyond iWealth, to invest in the now defunct Invesport Income Opportunity ...

Wealth managers seek better data warehouse solutions: BNP Paribas

CHLOE WALKER  |  FRIDAY, 10 NOV 2023
... experience, which is pretty cool." In August, BNP Paribas' Securities Services business launched its own virtual agent, NOA (NextGen Online Assistant) for Australia and NZ clients on its client services portal Neolink. Both NOA and ALiX are currently ...

NextGen Financial Group forced into liquidation

KARREN VERGARA  |  MONDAY, 25 SEP 2023
... ignoring an Australian Financial Complaints Authority (AFCA) determination, which was then escalated to the Federal Court, NextGen Financial Group is now in the process of winding up. WJ & V Drakoulis Super, the trustees of the SMSF that sued NextGen ...
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