Search ResultsShowing 1 - 10 of 13 results for "Anna Hacker"
Private wealth platform appoints ASX-listed corporate adviser
ALEX BURKE  |  TUESDAY, 6 MAR 2018
A blockchain-based private wealth platform that created China's first robo-advice solution appointed an ASX-listed corporate advisory firm for its initial coin offering (ICO).
Crypto assets rewrite estate planning
JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
Complex cryptocurrency assets are driving financial advisers to reconsider their clients' digital lives and the impact this has on estate planning.
Advice clients demand philanthropic conversations
KARREN VERGARA  |  THURSDAY, 1 MAR 2018
Philanthropy is becoming part of the conversation between financial advisers and clients as it's an area increasingly accessible to middle Australians, an estate planning expert says.
Impact of dementia on estate planning efficacy
JAMIE WILLIAMSON  |  MONDAY, 27 NOV 2017
Financial advisers are being reminded of the important role statutory wills play in the estate planning process, as the number of Australians diagnosed with dementia continues to rise.
Successful advisers integrate estate planning
KARREN VERGARA  |  FRIDAY, 22 SEP 2017
Successful financial advisers know how to broach estate planning early in the client relationship and take the initiative to involve the next generation in these conversations, a legal expert says.
Australian Unity appoints trustee GM
DARREN SNYDER  |  FRIDAY, 17 MAR 2017
Australian Unity's newly-formed trustee business is welcoming the appointment of a general manager.
EQT appoints estate planning specialist
ALEX BURKE  |  THURSDAY, 3 SEP 2015
Equity Trustees has appointed an estate planning solicitor to its Sydney offices.
Equity Trustees appoints WA estate planning lawyer
STAFF WRITER  |  THURSDAY, 14 MAY 2015
Equity Trustees recently expanded its estate planning team in Western Australia with the appointment of Brigitte Hollett as estate planning lawyer.
EQT sets up WA estate planning service
LAURA MILLAN  |  MONDAY, 27 APR 2015
Equity Trustees (EQT) has set up an estate planning service in Western Australia and has appointed a Perth-based estate planning solicitor.
Dying in social media: adviser's next big nightmare
LAURA MILLAN  |  THURSDAY, 31 JUL 2014
Clients' presence on several social media platforms, with multiple accounts and passwords, is set to become a nightmare for financial advisers specialising in estate planning, as they will be forced to deal with the person's digital footprint after ...
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