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Showing 101 - 110 of 112 results for "Wealth transfer"

Time to grow: Securitor

MICHELLE BALTAZAR IS A MEDIA GUEST OF THIS YEAR'S SECURITOR ANNUAL CONFERENCE.  |  WEDNESDAY, 14 APR 2010
... prepare its planners ahead of industry consolidation, tougher regulation and the nation's seismic $400 billion wealth transfer over the next two decades. Speaking at the Securitor annual conference in Adelaide this morning, Neil Younger, head of dealer ...

Fixing an industry on steroids

MICHELLE BALTAZAR  |  THURSDAY, 14 JAN 2010
... the biggest taxpayer bailout of US financial firms in history and, given the government borrowing, the biggest wealth transfer to the current generation from future generations," he said. Mayo, who worked at the Federal Reserve 20 years ago when it faced ...

Lowenhaupt Global Advisors lands in Oz

RUTH LIEW  |  WEDNESDAY, 10 DEC 2008
... the firm. Partnering with local firms, Lowenhaupt Global Advisors Australia will provide independent advice on wealth transfer, taxation, estate planning and probate, investment portfolio allocation, business structuring and strategic philanthropy. Black ...

WealthBuilder targets generational clients

RUTH LIEW  |  THURSDAY, 23 OCT 2008
... relationships with parents and grandparents, advisers will be able to capture these younger clients by targeting wealth transfer events," said Mota. The new product follows research by IOOF that shows around two thirds of Australians do not use expert ...

Lifeplan keeps it in the family

MICHAEL HOBBS  |  THURSDAY, 2 OCT 2008
... opportunity and time for them to develop a relationship with the beneficiaries," said Walsh. According to the firm, the wealth transfer from 'baby boomers' to generation X and Y over the next decade is estimated at $600 billion, representing an opportunity ...

First stop baby boomers, next stop Gen-Y

MICHAEL HOBBS  |  MONDAY, 21 APR 2008
... inherit baby boomer wealth. The motherload is not going to happen for another decade, but it will trickle into a wealth transfer to this generation. You must get a dialogue with Generation Y," said Salt at last week's Securitor Conference. "You've ridden ...

Trust names GM

... estates and trusts, funds management, health and personal injury, philanthropy, power of attorney services and wealth transfer planning.

Philanthropy gets a boost at GSJBW

RUTH LIEW  |  TUESDAY, 22 JAN 2008
... overall wealth management strategy that integrates their financial planning, estate planning, and intergenerational wealth transfer objectives. The firm also has a charitable endowment fund designed to help investors establish an endowment for charitable ...

Trust in Asian REITs

KATE HAGE  |  WEDNESDAY, 26 APR 2006
... company has taken three years to redirect in the area of fiduciary services and financial services products, such as wealth transfer planning and personal injury, both launched within the last eight months. Trust also announced strong February results ...

Telstra Super form alliance with Trust

KATE HAGE  |  THURSDAY, 20 APR 2006
... "This is an extension of our existing services, around trusts and power of attorney as well as wills. Trust's Wealth Transfer Planning will be offered to all members on a referral basis from Telstra Super's financial planners." Trust executive general ...