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Showing 341 - 350 of 2006 results for "Generation"

Intergenerational wealth picture 'bleak': Grattan

ELIZA BAVIN  |  TUESDAY, 19 NOV 2024
... wealth disparity has become over the past 25 years between younger and older Australians. She said for previously, each generation has enjoyed substantially higher incomes than their predecessors, but the generation born in the 1990s are the first to ...

AZ NGA acquires Sydney advice firm

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
... the AZ NGA partnership will secure the firm's ongoing success by adding scale and enabling it to invest in the next generation. "It is getting harder and more costly for advice SMEs to operate effectively so we sought a large, experienced partner to ...

Perpetual reveals decade of philanthropy insights

ANDREW MCKEAN  |  TUESDAY, 12 NOV 2024
... funder awareness because of catastrophic major weather events and biodiversity collaborations across Australia. The next generation within family foundations have also played a role in advocating for funding. In contrast, funding for arts and culture ...

Teaminvest partners to launch new fund

ELIZA BAVIN  |  TUESDAY, 12 NOV 2024
The Australian Wealth Advisors Group (AWAG) and Teaminvest Private Group (TIP) have partnered to launch the Succession Lending Fund. The fund was designed to address the growing need for succession planning within the accounting and financial planning ...

$3.5tn wealth transfer scares Aussie advisers: Natixis

MATTHEW WAI  |  MONDAY, 28 OCT 2024
According to Natixis Investment Managers, about 40% of financial advisers fear their businesses will be under threat in an exponentially growing wealth transfer environment. This is according to new research from the fund manager, which found 45% of ...

Queensland-based financial firm loses AFSL

MATTHEW WAI  |  FRIDAY, 25 OCT 2024
... financial service licence (AFSL) following its failure to comply with licensee obligation. ASIC revoked the AFSL of Next Generation Advice (in liquidation) (Next Gen) after the Queensland Supreme Court ordered the company be wound up on August 23. ASIC ...

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN  |  THURSDAY, 24 OCT 2024
... planning - where intergenerational connections naturally begin. "That's the way we are approaching bringing in the next generation and the intergenerational process-by providing more education and being the person who can actually do it, rather than ...

Delaying DBFO imposes 'generational' consequences

MATTHEW WAI  |  THURSDAY, 24 OCT 2024
The Council of Australian Life Insurers (CALI) is urging the federal government to take action on processing the second tranche of its Delivering Better Financial Outcomes (DBFO) package, saying any further delay could result in "generational impacts." ...

Making a splash: The economic impact of AUKUS

KARREN VERGARA  |  WEDNESDAY, 23 OCT 2024
The controversial $370 billion pact between the US, Australia, and the UK, or 'AUKUS', is being sold as a boon for the economy and nation-building exercise that will amplify defence capabilities and strengthen regional security. But is it all ...

Praemium FUA up 33% to $60bn

ELIZA BAVIN  |  TUESDAY, 22 OCT 2024
... pleasing result for the September quarter. "We are well placed for further growth with the launch of Spectrum, our next generation IDPS. Every service, and virtually every growth metric has improved from the previous quarter," Wamsteker said. "The strong ...