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Showing 1 - 10 of 101 results for %22AZ Next Generation Advisory%22

Institutions must come to the table now: First Australians Capital

CASSANDRA BALDINI  |  FRIDAY, 27 OCT 2023
... and community banking Noel Prakash shared the growth forecast for Indigenous small and medium-sized enterprises. "In the next two years, Indigenous business startups will grow at twice the rate of non-Indigenous businesses," he said. "So, from a timing ...

ASFA names acting chief, chair

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2023
... will bring tremendous energy and focus to the sector," Dransfield said. "As we are now less than two months away from our next conference, the board is pleased to welcome an industry veteran of such standing to lead the organisation through this busy ...

Morningstar manager selection services lead exits

KARREN VERGARA  |  FRIDAY, 29 SEP 2023
... said: "We would like to thank Aman for all his contribution over the last five years and we wish him all the best in the next step of his career." Ramrakha has more than 25 years of experience in the financial services industry that spans experience ...

hmh Advisory launches online platform

CASSANDRA BALDINI  |  FRIDAY, 8 SEP 2023
... greatest intergenerational transfer of wealth in history, with $3.5 trillion of wealth passing through the generations over the next two decades, strategic wealth management firms are reaching out to young people now. "If firms aren't trying to help ...

AZ NGA welcomes head of M&A

CASSANDRA BALDINI  |  MONDAY, 10 JUL 2023
AZ Next Generation Advisory (AZ NGA) has appointed Yasemin Onat to lead future mergers and acquisitions. At the same time, Andrew Symes joins as general counsel and company secretary. The firm recently added the role of general counsel role to its standing ...

Allianz Retire+ makes key appointments

ANDREW MCKEAN  |  MONDAY, 19 JUN 2023
... indicated that the strengthened Allianz Retire+ Advisory Board is primed to propel the company's delivery of the "next generation" of retirement income solutions. "With the Retirement Income Covenant (RIC) taking effect in July 2022 and regulators calling ...

Pascoe Partners, OpenInvest launch online investing solution

CASSANDRA BALDINI  |  WEDNESDAY, 14 JUN 2023
... management expertise, Pascoe Partners said. Hernadi added, with $3.5 trillion of wealth passing through the generations over the next two decades, progressive wealth management and advice firms are acting now to reach and help the children of their clients. ...

Family offices ignoring $3.5tn time bomb: KPMG

ANDREW MCKEAN  |  THURSDAY, 1 JUN 2023
... that achieving a successful 'succession' isn't just about passing the chief executive baton to the next generation of family. Instead, it centres on a sustained continuity of the family and its wealth, treating the family business as an asset ...

Next generation stands by family adviser: Survey

KARREN VERGARA  |  MONDAY, 8 MAY 2023
... 64% prefer the services of the family adviser as opposed to seeking a new one. The survey also found that the next generation has multiple, competing priorities for their wealth in terms of personal, family and community-oriented goals. Nearly nine of ...

AZ NGA buys stake in Melbourne advice firm

CHLOE WALKER  |  MONDAY, 6 FEB 2023
AZ Next Generation Advisory (AZ NGA) has expanded its Victorian footprint, partnering with accounting and advice firm McLean Delmo Bentleys. McLean Delmo Bentleys employs approximately 90 staff across wealth management, accounting, and auditing. As ...
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