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Showing 11 - 20 of 63 results for "intergenerational wealth transfer"

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 ...

New SMSF trustees drive financial advice uptake

ANDREW MCKEAN  |  WEDNESDAY, 28 MAY 2025
Trustees of newly established self-managed super funds (SMSFs) are behind a surge in the uptake of financial advice, according to a Vanguard/Investment Trends SMSF report. The report, while showing that adviser influence is growing in new SMSF set-ups ...

Aussies need help to navigate the great wealth transfer: Fidelity

MATTHEW WAI  |  FRIDAY, 4 APR 2025
As Australians prepare for the great intergenerational wealth transfer, many are voicing concerns around navigating the legal, financial and investment aspects, a new study by Fidelity International found. In the next 20 years, Australia is on track ...

HeirWealth expands with private office partnership

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... it's securing an opportunistic acquisition, ensuring steady investment returns, managing intergenerational wealth transfer, or carefully navigating market risks - so they can confidently make informed financial decisions," Duarte said.

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
... advisers, and mortgage brokers located in offices nationwide. CoreData Research estimates that the intergenerational wealth transfer is around $4.9 trillion. This excludes $3.7 trillion of superannuation and money in savings accounts that aren't ...