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Showing 111 - 120 of 429 results for "Generations"

Family office executives take investment reins: Ocorian

CHLOE WALKER  |  THURSDAY, 5 OCT 2023
... years. "The trend towards the professionalisation of family offices is likely to continue," O'Mahoney said. "As younger generations take over the reins, they are likely to demand even more sophisticated investment strategies and greater transparency. ...

hmh Advisory launches online platform

CASSANDRA BALDINI  |  FRIDAY, 8 SEP 2023
... of the greatest intergenerational transfer of wealth in history, with $3.5 trillion of wealth passing through the generations over the next two decades, strategic wealth management firms are reaching out to young people now. "If firms aren't trying to ...

Ninety-seven super products fail performance test

JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2023
... Wealth Personal Superannuation and Pension Fund and include five of the Experts' Choice products, eight of the Generations products, seven ipac products, three North Guardian options, two SUMMIT Select products, and the MyNorth Dynamic Balanced Fund. ...

ASFA, Super Consumers Australia revise retirement standards

CHLOE WALKER  |  MONDAY, 28 AUG 2023
... significantly." ASFA said the scheduled increase in the Super Guarantee (SG) to 12% in 2025 to be "critical to help future generations of Australian retirees to achieve a dignified lifestyle in their post-work years, as well as improve the sustainability ...

Foresters Financial launches tax-effective education bond

ANDREW MCKEAN  |  MONDAY, 21 AUG 2023
... market," she said. "An education bond allows for a long-term savings plan for families to plan and invest in their future generations educational outcomes, capabilities and reduce financial stress."

Aware Super takes 100% of Oak Tree Group

CASSANDRA BALDINI  |  THURSDAY, 17 AUG 2023
... 31% of our national population by 2030," Misev said. "Australia's Baby Boomer generation is wealthier than previous generations and combined with the strong demographic tailwinds makes the retirement living space a high conviction sub-sector within our ...

Family offices increasingly involved in succession planning

CHLOE WALKER  |  THURSDAY, 13 JUL 2023
... conversations about family wealth." Collins added that with a greater level of awareness among second, third and even fourth generations, third party providers need to "adapt their modes of working with clients to encompass a great demographic range ...

Technology top threat to company culture: Report

CASSANDRA BALDINI  |  MONDAY, 3 JUL 2023
... workforce by 2025, highlighted A&O Consulting. "This means that employers face the prospect of having to manage four generations working side-by-side," it said. No doubt balancing the needs and wants of four generations will create cultural clashes putting ...

The boomer boom is over: AUSIEX

CHLOE WALKER  |  TUESDAY, 27 JUN 2023
... from its largest accounts. Those in the 60-64 age group have an average balance of $323,000 compared to the younger generations, where those in the 30-34 age group have an average balance of $45,000. What's more, the report stated that Millennial/Gen ...

Pascoe Partners, OpenInvest launch online investing solution

CASSANDRA BALDINI  |  WEDNESDAY, 14 JUN 2023
... wealth management expertise, Pascoe Partners said. Hernadi added, with $3.5 trillion of wealth passing through the generations over the next two decades, progressive wealth management and advice firms are acting now to reach and help the children of ...