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Showing 121 - 130 of 223 results for "Intergen"

Aussies unprepared for wealth transfer

ALLY SELBY  |  MONDAY, 9 DEC 2019
Despite the largest intergenerational wealth transfer to date looming, more than half of Australians do not have an estate plan in place. New research from Perpetual shows 56% of Australians do not have a will in place, with 53% of parents admitting ...

High net worths want more: Research

HARRISON WORLEY  |  FRIDAY, 8 NOV 2019
Australia's high net worth investors are looking for more from their wealth advisers, including broader access to alternatives. The 2019 Powerwrap and Investment Trends HNW Investor Report shows 58% of HNWs have unmet advice needs, an increase of four ...

Aussie millionaires are cashed up: Report

KARREN VERGARA  |  THURSDAY, 25 JUL 2019
A new report finds the majority of Australian millionaires are cautious investors and prefer to leave their wealth in cash rather than risk capital erosion. The 2019 State of Wealth Report, which is based on research conducted by Crestone Wealth Management ...

Axe super for low-income earners: Senator

HARRISON WORLEY  |  THURSDAY, 25 JUL 2019
A newly elected Liberal Senator wants to make superannuation voluntary for those earning less than $50,000 per annum. Lashing the super industry in his first speech to the Senate, new Liberal Senator for New South Wales Andrew Bragg said compulsory ...

Grattan Institute chief retires

ELIZABETH MCARTHUR  |  TUESDAY, 16 JUL 2019
Grattan Institute chief executive John Daley announced his retirement from the think-tank after a decade in the role. Daley will be stepping down from his position when his contract finishes in July 2020. Chair of Grattan Institute Alex Chernov said ...

FCA stokes intergenerational wealth debate

HARRISON WORLEY  |  THURSDAY, 23 MAY 2019
The Financial Conduct Authority published an intergenerational wealth discussion paper in the hopes of igniting debate over how the financial services industry should respond to the nation's shifting demographics. The discussion paper poses a series ...

Link sells a slice of $1.5 billion acquisition

KANIKA SOOD  |  FRIDAY, 1 FEB 2019
Link Group is selling a part of a business it acquired for $1.5 billion in 2017, with the proceeds going to pay down debt. The ASX-listed company has entered a binding agreement to sell its corporate and private clients (CPCS) business to Apex Group ...

Labor franking credit changes fair but not the best: Grattan

KANIKA SOOD  |  MONDAY, 26 NOV 2018
Grattan Institute has called Labor's plan to end refunds of excess franking credits a "fair way" to improve the Federal Budget but it is still "second-best" as there are better solutions. Grattan's budget policy director Danielle Wood and fellow ...

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 ...