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Showing 61 - 70 of 155 results for "Intergen"

How to retain HNW heirs as clients

KANIKA SOOD  |  MONDAY, 24 SEP 2018
Wealth managers who want to retain high-net-worth client assets through generations must engage better with their clients' heirs long before a wealth transfer happens, according to GlobalData. The GlobalData 2018 wealth manager survey asked wealth managers ...

Retirement living advice is an opportunity: Challenger Financial Standard Technical Services Forum

KARREN VERGARA  |  FRIDAY, 21 SEP 2018
On the back of the aged care Royal Commission recently announced, financial advisers should delve deeper into the retirement living conversation with clients, according to a technical services expert. Speaking at yesterday's Challenger Financial ...

Australia should consider Islamic finance to bridge infrastructure gap

ALEX BURKE  |  MONDAY, 4 JUN 2018
If super funds continue to spurn local infrastructure investment in favour of offshore assets, Crescent Wealth managing director Talal Yassine believes the Islamic finance market should help make up Australia's shortfall. Yassine called on the Federal ...

Government to increase SMSF member limit

KARREN VERGARA  |  MONDAY, 30 APR 2018
The Federal Government announced it will expand the maximum number of self-managed superannuation fund members from four to six - a proposal welcomed by the SMSF Association. Revenue and Financial Services Minister Kelly O'Dwyer said the change will ...

Baby boomers unprepared for wealth transfer: Australian Unity

HARRISON WORLEY  |  FRIDAY, 27 APR 2018
Australians are unprepared for the impending intergenerational transfer of wealth according to one of Australia's oldest mutual companies. Referencing an ING report from 2016, Australian Unity said $2.4 trillion will be passed down from the baby boomer ...

Intergenerational wealth transfer at tipping point: Adviser

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
Protecting and transferring wealth between generations is prompting financial planners to provide more holistic solutions, a senior financial adviser warns. Australian Wealth Solutions principal Sam Zervides says financial advisers shouldn't dismiss ...

Modern business demands driving adviser education uptake

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
Financial advisers enrolling in higher education are focused on increasing productivity and boosting the operational efficiency of their practices, according to Mentor Education. The education provider believes increased enrolments in its courses demonstrate ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
Financial Standard attended all the major industry conferences this year to keep you informed. Chief Economists Forum It may well be Rainmaker's 25th anniversary in 2017, but this year also marked the anniversary of several historic and global economic ...

Trustee Partners recruits ahead of opening NZ office

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
Trustee Partners is building out its product, marketing and distribution team with two key appointments. Bringing more than 20 years' experience to the business, Rachel Griffith has been appointed to head the team while Elizabeth Hartnett will work ...

Aussie super maintains good grades

DARREN SNYDER  |  MONDAY, 23 OCT 2017
Australia's $2.3 trillion retirement income system remains world-class but maintaining its global top-three status is proving ever more difficult. The 2017 Melbourne Mercer Global Pension Index, released today, shows that for the second consecutive ...