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Showing 11 - 20 of 36 results for "Intergenerational wealth"

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 ...

How to retain HNW heirs as clients

KANIKA SOOD  |  MONDAY, 24 SEP 2018
... manager. About 11% thought strong portfolio performance would keep the client money sticky through the intergenerational wealth transfer. Employing a young adviser base was the most important was of heir retention for only 9% of wealth managers. Offering ...

Retirement living advice is an opportunity: Challenger Financial Standard Technical Services Forum

KARREN VERGARA  |  FRIDAY, 21 SEP 2018
... have many clients who are in pre-retiree on retirement phase and will need assistance with aged care and intergenerational wealth transfer at some point, he said. For advisers who haven't given this much thought, this presents an opportunity to provide ...

Intergenerational wealth transfer at tipping point: Adviser

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... generations are demanding their inheritance sooner rather than later. "We are on the threshold of the largest intergenerational wealth transfer in history with some estimating it could be as high as $3 trillion that will change hands over the coming ...

Modern business demands driving adviser education uptake

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
... foundation of many of the courses seeing an upswing. For those focused on enhancing their advice knowledge, intergenerational wealth, aged care, wealth protection and transfer, succession planning and self-managed superannuation are proving popular. ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... provided their perspective on the multiple implications of an ageing population: from investment strategy to intergenerational wealth transfer and estate planning. ETF Forum Hosted at The Langham in Melbourne, exchange-traded funds (ETF) experts from ...

Trustee Partners recruits ahead of opening NZ office

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
... favourable industry and demographic trends including increasing household wealth and growing demand for intergenerational wealth transfer solutions," Kingston said. "New Zealand is an emerging entrepreneurial hub with great business leaders and innovators ...

Why advisers should revisit death benefits

KARREN VERGARA  |  FRIDAY, 6 OCT 2017
... around death benefits reinforce the idea that super is not a vehicle for extensive estate planning or intergenerational wealth transfer. The additional complexity these rules introduce will likely create a potential minefield for clients when reviewing ...

DomaCom and ASIC reach agreement on retirement products

JAMIE WILLIAMSON  |  WEDNESDAY, 13 SEP 2017
... meaningful solution to Australia's growing issue of retirement self-funding and can also be used to facilitate intergenerational wealth strategies. "Many retirees are asset rich and cash poor; this product will enable them to unlock the value of their ...

Advisers must seek alternative estate planning options: Austock

EMMA RAPAPORT  |  WEDNESDAY, 21 JUN 2017
... well after the date of the investor's death. Austock continues: "A bond can be structured to achieve intergenerational wealth transfers by using the multiple Life Insured feature, which can allow a bond's legal ownership to continue after the bond owner's ...