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Showing 11 - 20 of 423 results for "Generations"

Mutual Trust promotes executive to head of investment solutions

MATTHEW WAI  |  WEDNESDAY, 15 APR 2026
... approach. "This role reflects our commitment to maintaining a unique service offering that supports families across generations." Meanwhile, head of wealth Jono Gourlay said Govan's appointment is timely as Mutual Trust's wealth offering has evolved ...

Former super fund chief to steer new fund manager

JAMIE WILLIAMSON  |  FRIDAY, 10 APR 2026
... experienced team and help build a Perth-based funds management capability that Western Australians can be proud of for generations to come." While leading GESB, the fund grew to have more than $46 billion in funds under management and 250,000 members. ...

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI  |  TUESDAY, 7 APR 2026
... Minchin said it is now aiming to build a generational advice practice that provides continuity for clients across generations. Edney Ryan Wealth Management managing director Kate O'Brien, who will transition into the role of principal adviser for ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
... to new research from Finder. As much as $5.4 trillion in assets is expected to shift from Baby Boomers to younger generations by 2050. Finder personal finance expert Sarah Megginson said wealth transfers are large and growing. "For some, it could be ...

Non-partisan superannuation 'friendship' group formed

ELIZA BAVIN  |  FRIDAY, 27 MAR 2026
... valuable forum to engage with sectors and organisations on how to protect and strengthen it for current and future generations," Schubert said. "We're delighted to have supported the launch of the newly formed Parliamentary Friends of Superannuation ...

Australia finalises 'landmark' trade agreement with European Union

MATTHEW WAI  |  WEDNESDAY, 25 MAR 2026
... that we have been able to secure this deal, which will deliver benefits for both Australia and the European Union for generations to come. "This deal creates major new opportunities for Australian exporters in the European Union's massive $30 trillion ...

ASIC warns Gen Z against chasing unrealistic crypto gains

RIDDHIMA TALWANI  |  MONDAY, 16 MAR 2026
... Moneysmart website, its consumer education platform, to make it more engaging and relevant for Australians of all generations. "This refresh helps ensure Moneysmart provides a trusted alternative - free, independent and designed to help young Australians ...

LGT Wealth Management names head of family advisory

RIDDHIMA TALWANI  |  MONDAY, 23 FEB 2026
... intergenerational wealth transfer rises in prominence. With an estimated $3.5 trillion expected to transfer between generations over the next decade, succession planning, family values, dynamics and governance have become critical priorities for those ...

Adviser gap could boost equity release products: Homesafe

MATTHEW WAI  |  MONDAY, 23 FEB 2026
Home equity release solutions may address the "asset-rich but cash-poor" issue transpiring across older generations who cannot get access to financial advice, Homesafe Wealth says. According to Homesafe the shrinking adviser numbers are contributing ...

NSW government to turn deficit into surplus of over $1bn in FY28: TCorp

MATTHEW WAI  |  WEDNESDAY, 11 FEB 2026
... funds to strengthen its balance sheet, leading to improved investment returns and building long-term value for future generations, TCorp explained. Together with projected revenue gains, it enables effective management of the state's interest expense ...