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Showing 101 - 110 of 224 results for "Intergen"

Morrison & Co appoints inaugural partners

JAMIE WILLIAMSON  |  WEDNESDAY, 11 MAY 2022
Morrison & Co has adopted a partnership model in what the 33-year-old firm says is an important milestone in becoming a truly global infrastructure investor. Fourteen people have been named partner across six countries. In Australia, they include co-head ...

Intergenerational transfer hits $1.5tn

KARREN VERGARA  |  TUESDAY, 7 DEC 2021
Australians give away the vast majority of their wealth, as some $1.5 trillion has been passed on to the next generation since 2002, the Productivity Commission finds. In 2018 alone, nearly 90% of the $100 billion transferred was in the form of inheritances ...

WealthO2 appoints to newly created role

CHLOE WALKER  |  WEDNESDAY, 24 NOV 2021
WealthO2 has appointed Ahn Rutty to the newly created role of head of client success as demand for its adviser tech software solution increases. Rutty will play a pivotal role in orchestrating the seamless onboarding of financial advisers to deliver ...

Multi-family office adds lead regional role

JAMIE WILLIAMSON  |  THURSDAY, 30 SEP 2021
A global multi-family office has appointed a managing director, head of family office services for Asia Pacific as part of a broader expansion. Alvarium Investments has welcomed Peter Golovsky to the role, joining from IQ-EQ in Hong Kong where he was ...

Actuary of the Year named

ANNABELLE DICKSON  |  TUESDAY, 28 SEP 2021
The Actuaries Institute named the principal at Sydney-based actuarial consultancy Taylor Fry as the 2021 Actuary of the Year for his work on social issues. Hugh Miller focuses on using data and complex analysis to improve public policy outcomes including ...

Baby Boomers cashing in on meme stocks

ELIZABETH MCARTHUR  |  FRIDAY, 24 SEP 2021
According to analysis from Openmarkets Group, on average Baby Boomers and Generation X are making money on meme stocks, while Millennials are losing money. The analysis covered 11 "meme stocks" (stocks whose share prices skyrocketed due to social media ...

Pinnacle to increase stake in Coolabah

KANIKA SOOD  |  MONDAY, 6 SEP 2021
The Sydney multi-boutique is looking to add to its stake in Christopher Joye's Coolabah Capital Investments as the latter grows its FUM by 172% in less than two years. Pinnacle Investment Management acquired a 25% stake in Coolabah in December 2019 ...

Investors lose in viral stock picks

ELIZABETH MCARTHUR  |  THURSDAY, 5 AUG 2021
According to new analysis, stock picks which became popular on Facebook, Reddit and Twitter were almost guaranteed to see investors lose money. OpenMarkets Group (OMG) looked at trending stocks across Facebook, Reddit and Twitter - particularly those ...

Super tax concessions to outstrip Age Pension by 2040: Report

KANIKA SOOD  |  MONDAY, 28 JUN 2021
By 2040, the government will be spending more on superannuation tax concessions than on the Age Pension, according to the fifth Intergenerational Report released today. The government currently spends about 2% of the GDP on superannuation tax concessions. ...

Generational wealth gap continues to widen

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 MAY 2021
The children of those in their 40s, 50s, and 60s are likely to be significantly worse off financially than their parents, with the intergenerational wealth gap only widening. Speaking at the Conference of Major Superannuation Funds, Taylor Fry principal ...