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Showing 1 - 10 of 87 results for "Intergenerational wealth"

Proposed CGT reforms could upend HNW low advice demand

KARREN VERGARA  |  FRIDAY, 22 MAY 2026
... oversight. CoreData chief executive Andrew Inwood said what is concerning is Australia is entering its largest intergenerational wealth transfer on record, with the acceleration of the baby boomer cohort driving increased demand for advice as more investors ...

UniSuper pilots' digital estate planning partnership with Safewill

VINNY VUCAGO  |  THURSDAY, 21 MAY 2026
... gain traction across the financial services sector amid growing focus on retirement preparedness and the intergenerational wealth transfer. Members with more complex estate planning needs can access additional legal advice through Safewill Legal for ...

CFS plots 'largest' retirement product expansion with new alliance

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
... integrated retirement ecosystems of its kind in Australia, bringing together income, tax efficiency and intergenerational wealth planning in a more connected way to better support Australians through retirement and across generations" BlackRock head ...

Unprecedented times need growth and resilience: SIAA

KARREN VERGARA  |  FRIDAY, 24 APR 2026
... two days, the conference will cover hot topics, ranging from technology to geopolitical risks to the intergenerational wealth transfer, and hear from leading experts in their respective fields. The conference also celebrates the vital role advisers and ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
... large and growing. "For some, it could be life changing money. Australia is on the cusp of the largest intergenerational wealth transfer we've ever seen," Megginson said. "The decisions families make now will shape financial outcomes for decades." ...

FEATURE | Regulation: Picking up the pieces

KARREN VERGARA  |  TUESDAY, 24 MAR 2026
... intentionally support women build a stronger talent pipeline. With women set to control or influence major intergenerational wealth, having advisers who reflect their clients is simply good business," she says. Despite the setbacks, Financial Advice ...

Former Mason Stevens investments lead sets up own OCIO

JAMIE WILLIAMSON  |  WEDNESDAY, 25 FEB 2026
... complex. We see a need to deliver quality investment decisions at scale, given shifting market dynamics and intergenerational wealth transfer," Fernley said. "The suite of investment opportunities has grown exponentially to include digital assets, private ...

LGT Wealth Management names head of family advisory

RIDDHIMA TALWANI  |  MONDAY, 23 FEB 2026
... Michael Chisholm said her appointment will ensure the firm is focused on what matters most to clients, as intergenerational wealth transfer rises in prominence. With an estimated $3.5 trillion expected to transfer between generations over the next decade ...

CFS to integrate estate planning services for members

ELIZA BAVIN  |  MONDAY, 16 FEB 2026
... superannuation death benefit nominations with the client's broader wishes, and document preferences that support intergenerational wealth transfer, CFS said. The secure digital vault helps keep records current and accessible for executors and families ...

Multi-boutique expands to Australia, seeks partners

KARREN VERGARA  |  FRIDAY, 30 JAN 2026
... presence here was demand-led, underscored by the massive opportunities from the superannuation sector and intergenerational wealth transfer. "With the wealth transfer that's going to happen, a lot of that money is going to fall into a limited number ...
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