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Showing 341 - 350 of 1947 results for "Generation"

Advisers shoulder massive wealth transfer

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... tensions are also important. A 1987 in the US study by John Ward claims that 70% of wealth transfers fail by the second generation and only 13% of family businesses survive by the third generation. Lorica Partners financial adviser Brendon Vade says ...

HNWIs wealth reaches unprecedented levels

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
The Capgemini Research Institute's World Wealth Report 2024, released today, shows high-net-worth individuals (HNWIs) and their wealth hit unprecedented levels in 2023, driven by a rebound in the global economic outlook. According to the report, global ...

Annual MAX Awards celebrates best in industry

ELIZA BAVIN  |  FRIDAY, 7 JUN 2024
... Franklin Templeton Financial Education Campaign of the Year Hostplus - Know your super Integrated Campaign of the Year Generation Life - Reimagining Legacy Marketing Campaign of the Year - Consumer Hostplus Marketing Campaign of the Year - Industry La ...

QIC backs startup investor

ANDREW MCKEAN  |  TUESDAY, 4 JUN 2024
... technology businesses. "It [the funding] will allow us to provide critical capital and strategic guidance to the next generation of Australian entrepreneurs, helping them achieve their full potential and scale globally," he said. "Our scale and velocity ...

Higher-for-longer rates dominate adviser conversations

KARREN VERGARA  |  TUESDAY, 4 JUN 2024
"Higher-for-longer interest rates" are dictating many adviser-client conversations, according to BT, as they gear up to close the financial year. An analysis of 8000 queries from financial advisers fielded by the BT technical services team found that ...

Clearway wins distribution mandate

KARREN VERGARA  |  TUESDAY, 4 JUN 2024
... approach to emerging markets contributes to our ability to find companies with strong balance sheets and superior cash generation capabilities that can effectively address potential funding gaps." Negline added that Matthews' 33-year heritage of deep ...

Retiree dilemma: Supporting children or preserving lifestyle?

ANDREW MCKEAN  |  MONDAY, 3 JUN 2024
AMP research has revealed that four in five Australians aged 65 and over believe their children face similar or harder challenges than they did amid the cost-of-living crisis. AMP found 70% of retirees, while wanting to support their children, are mostly ...

Generation Development Group to take over Lonsec

KARREN VERGARA  |  MONDAY, 3 JUN 2024
Lonsec Holdings will have a new parent company as Generation Development Group (GDG) is due to acquire the remaining stake in the research and ratings house. GDG will scoop up an additional 61.9% stake in Lonsec valued at $197.4 million. About $155.4 ...

Australians selling assets over seeking help: ASIC

ELIZA BAVIN  |  MONDAY, 3 JUN 2024
... most likely to be affected by financial hardship in the next 12 months, which was far more likely than their older generation counterparts. Around 39% of Gen X and 31% of Baby Boomers reported they expected to experience financial hardship. In addition ...

DWS names APAC chief investment officer, real estate

JAMIE WILLIAMSON  |  TUESDAY, 28 MAY 2024
... emerges, we believe Australian real estate will offer immediate investment opportunities in BTR, logistics and next generation office." Meantime, Tomova said the appointment highlights the group's strategic believe in local real estate investment opportunities. ...