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Showing 1 - 10 of 28 results for "NextGen"

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 ...

ASIC cracks down on former adviser, comedian

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2023
... Blow out there hasn't got a hope in hell." According to ASIC's Financial Adviser Register, Valvo was licensed by NextGen Financial Group at the time of the alleged conduct. In September 2021 he moved to We Are Gen Y before ceasing on 30 December ...

Farewell Michael Harrison

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2023
... respected his business acumen and will profoundly miss his friendship." Trapnell cited Harrison's work in developing the NextGen bootcamp for young advisers and Synchron's legal battle against the State Revenue Office of Victoria in relation ...
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