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Showing 11 - 20 of 112 results for "Wealth transfer"

CFS to integrate estate planning services for members

ELIZA BAVIN  |  MONDAY, 16 FEB 2026
... 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, reducing unnecessary ...

Multi-boutique expands to Australia, seeks partners

KARREN VERGARA  |  FRIDAY, 30 JAN 2026
... 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 of financial ...

Integro announces first east coast hire

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
... business is seeing strong demand for financial advice, driven by Australia's largest ever intergenerational wealth transfer and growing investment opportunities for high-net-worth clients. "Across the country, we are seeing more families transition ...

AusSuper exec finds new gig

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025
... are at the crossroads of two massive macro forces: a rapidly ageing population and the largest intergenerational wealth transfer in history. One of the most tragic societal frictions from this shift is the rise of financial abuse targeting our seniors. ...

HNW investors prioritise trust and human connection: Praemium

ANGELIQUE MINAS  |  WEDNESDAY, 19 NOV 2025
A recent study by Praemium and CoreData indicated trusted expertise and human connection are paramount concerns among high-net-worth (HNW) investors. Despite the rise of AI solutions and digital tools, the study indicated 36% of HNW investors rank trust ...

BT launches new low-cost investment menu

ANGELIQUE MINAS  |  FRIDAY, 19 SEP 2025
... beginning their wealth journey, needing assistance with their retirement funds, or navigating intergenerational wealth transfer. The partnership will enable a broad diversification across asset classes, as the platform allows BT to leverage its managed ...

Australia's top allocators to share insights at InDay

STAFF WRITER  |  FRIDAY, 12 SEP 2025
... how family offices and wealth managers are balancing their current exposures, as well as the intergenerational wealth transfer. Meanwhile, MLC Asset Management's Gareth Abley, Future Fund's Craig Thorburn and Mercer's Rebecca Jacques will ...

Younger Aussies want personalised financial advice: CALI

MATTHEW WAI  |  TUESDAY, 22 JUL 2025
... years, CALI added. This growth is fuelled by younger Australians, alongside factors such as intergenerational wealth transfer, larger mortgages, a shrinking adviser workforce, and increasing reliance on referral networks. The findings come after CALI ...

Perpetual wealth hires sustainability manager

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... responsible investing are becoming more prominent with the firm's clients, particularly around intergenerational wealth transfer. "Ultimately, people want to protect and grow their wealth, but people are also wanting to ensure their investments align ...

Old challenges push asset managers to inflection point: Citi

KARREN VERGARA  |  WEDNESDAY, 25 JUN 2025
... key driver of future business growth. The majority also believe there is opportunity in the intergenerational wealth transfer. In the future, "winning models" will shift from aggressive product push to meeting clients' unique needs. "As active managers ...