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Showing 1 - 10 of 48 results for "Intergenerational wealth"

Australia's wealthiest women not getting the advice they need

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... male-dominated industries. "Women are accumulating their own assets and investments, while also benefiting from intergenerational wealth and Baby Boomer business transfers," the research said. "Together with higher divorce rates, especially among older ...

Advised investors spurring SMSF rebound

ELIZA BAVIN  |  MONDAY, 18 MAR 2024
... SMSF accounts declined. Perhaps unsurprisingly, generation X - those likely to inherit the bulk of the intergenerational wealth transfer - were the biggest cohort among the advised investors opening new SMSF accounts. Their share of new accounts rose ...

Responsible investment key to wealth transfer conversation

RACHEL ALEMBAKIS  |  MONDAY, 4 DEC 2023
Advisers who incorporate responsible investment into conversations about intergenerational wealth transfer see higher client satisfaction than those who don't, according to new research from Australian Ethical. Australian Ethical released Opportunity ...

Will HNW firms re-enter retail advice?

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
... they need to know - whether they are wholesale or a retail client". The firm is anticipating a large intergenerational wealth transfer that will require advisers' attention. "A large part of my client base are retirees, so we are working with them ...

Aussies largely unsure of legacy plan: Research

CHLOE WALKER  |  FRIDAY, 6 OCT 2023
... not intended to be a wealth transfer tool, and the tax implications can be an issue when its used as an intergenerational wealth transfer vehicle to transfer wealth to non-dependents, it said. The research also found that saving for a happy retirement ...

Advised Aussies more financially confident: Research

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
... generations. "Now established income earners, Gen Ys are on the verge of receiving unprecedented levels of intergenerational wealth via inheritance or gifts. One in Two Gen Y already have or are likely to come into an inheritance or major financial support," ...

Wealth management ecosystem at critical inflection point: Citi

ANDREW MCKEAN  |  THURSDAY, 20 JUL 2023
... commented: "The emergence of new technologies demands for a native digital client experience and the largest intergenerational wealth transfer in history pose significant challenges to the entire wealth industry." "Our research outlines ways in which ...

The boomer boom is over: AUSIEX

CHLOE WALKER  |  TUESDAY, 27 JUN 2023
... wealth industry participants need to rise to the challenges and opportunities presented by the great intergenerational wealth transfer, AUSIEX chief executive Patrick Salis says. According to AUSIEX's latest research report, titled On the Precipice of ...

Family offices ignoring $3.5tn time bomb: KPMG

ANDREW MCKEAN  |  THURSDAY, 1 JUN 2023
... family-run, only 30% have an established succession plan. This comes into focus with a $3.5 trillion intergenerational wealth transfer expected over the next two decades, KPMG said. KPMG family enterprise advisory director Daniel Trimarchi said: "Managing ...

Tishman Speyer, Raffles Family Office launch APAC fund

CHLOE WALKER  |  FRIDAY, 12 MAY 2023
... Tishman Speyer, one of the world's most recognised and esteemed international developers." As both intergenerational wealth transfers and new wealth emerge, family offices continue to gain traction as preferred wealth management vehicles due to the ...
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