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Showing 21 - 30 of 156 results for "Intergen"

The boomer boom is over: AUSIEX

CHLOE WALKER  |  TUESDAY, 27 JUN 2023
As Baby Boomers exit the workforce, all wealth industry participants need to rise to the challenges and opportunities presented by the great intergenerational wealth transfer, AUSIEX chief executive Patrick Salis says. According to AUSIEX's latest research ...

Family offices ignoring $3.5tn time bomb: KPMG

ANDREW MCKEAN  |  THURSDAY, 1 JUN 2023
Echoing similar findings by UBS, KPMG has found that of the estimated 70% of Australian businesses that are family-run, only 30% have an established succession plan. This comes into focus with a $3.5 trillion intergenerational wealth transfer expected ...

Fractional farmland investing platform launches

CHLOE WALKER  |  TUESDAY, 30 MAY 2023
Real estate and advisory firm LAWD partnered with fractional investing platform Bricklet to launch LAWD Bricklet, a venture designed to democratise ownership of Australian farmland. The offering sees a LAWD Bricklet 'head title' split into a co-ownership ...

Liverpool Partners invests in AI

CHLOE WALKER  |  TUESDAY, 16 MAY 2023
The Sydney-based private equity investor has acquired a majority stake in Australian hyper-automation and artificial intelligence consulting firm Simplyai. As part of the deal, former Seven Group Holdings group chief operating officer and Accenture ...

Tishman Speyer, Raffles Family Office launch APAC fund

CHLOE WALKER  |  FRIDAY, 12 MAY 2023
Global property developer Tishman Speyer and Singaporean-based Raffles Family Office (RFO) have established a new partnership to launch the Tishman Speyer/Raffles Family Office APAC Opportunity Fund I. The fund will target value-add and opportunistic ...

Digitisation, personalisation key for advice firms: BlackRock

CHLOE WALKER  |  WEDNESDAY, 3 MAY 2023
In an exclusive interview with Financial Standard, BlackRock US wealth advisory group director Jim Renitsky said digitisation and personalisation at scale have become key differentiation points for adviser businesses. Reflecting on trends seen in the ...

Gender lens approach wins: Steed

CHLOE WALKER  |  FRIDAY, 10 MAR 2023
Approaching investment opportunities through a gender lens is key to realising outperformance, according to Melior Investment Management's Lucy Steed. Speaking at KPMG's International Women's Day event in Sydney yesterday, Steed said her view is backed ...

Gender super balance parity four decades away: ISA

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
The median super balance for a woman in her early 60s is just $159,600 compared to the male median of $210,800 and it'll take at least 40 years for it to change, according to new analysis by Industry Super Australia (ISA). ISA's report states that in ...

Unindexed cap forecast to impact 500k people

CASSANDRA BALDINI  |  FRIDAY, 3 MAR 2023
If the government's $3 million superannuation cap is not indexed, it will adversely impact around 500,000 individuals who are currently saving for retirement or have already retired. Financial Services Council (FSC) analysis of ATO data found a ...

Inflation remains high priority in 2023: Treasurer

CASSANDRA BALDINI  |  MONDAY, 6 FEB 2023
Battling inflation will be the main economic focus for the government this year. Treasurer Jim Chalmers outlined the government's "major priorities" during his address at the Chifley Research Centre Conference on Sunday and said its going to be a big ...