Search Results | Showing 21 - 30 of 232 results for "Intergen" |
| | | "I'm the eldest boy!" This is one of the most quotable quotes from the award-winning television show Succession, and while it is somewhat outdated for parents to leave behind their money, or legacy, to one child due solely to birth order or gender ... |
| | | | Women are expected to inherit an estimated $3.2 trillion over the next decade, creating demand for tailored advice, legacy planning and retirement income design, State Street Investment Management said. State Street's first module of Reimagining Retirement ... |
| | | | When Melinda Kee was sick with COVID-19, she took respite for one week. Kee saw it as an opportunity to tick off some personal administration she'd been meaning to get to, such as changing her pet and health insurance, and electricity and gas providers. ... |
| | | | Treasurer Jim Chalmers said the Federal Budget being handed down in May will make some "tough decisions" as the Australian economy faces uncertain times ahead. Chalmers said as the conflict in the Middle East continues, Treasury estimates inflation ... |
| | | | A Senate inquiry into the operation of the capital gains tax discount concluded the concession does skew ownership away from owner-occupiers and impacts wealth and intergenerational inequality. The Select Committee on the Operation of the Capital Gains ... |
| | | | A new outsourced chief investment office (OCIO) has been established by Mason Stevens' former chief investment officer, launched in partnership with Fiduciary Partners. Jacqueline Fernley has founded arcpoint OCIO, a dedicated resource for advice practices ... |
| | | | LGT Wealth Management has appointed Kaajal Prasad as the new head of family advisory, strengthening its family governance and wealth transfer services for Australian high-net-worth clients. Prasad joins the wealth management firm from KPMG, where she ... |
| | | | Colonial First State (CFS) has announced a new partnership with Safewill which will give almost one million CFS members access to an online Will creation service with legal review and digital estate planning services at no extra cost. CFS said the service ... |
| | | | The Reserve Bank of Australia (RBA) has revised its economic outlook, showing a higher unemployment rate and slowing GDP growth over 2026. In its Statement on Monetary Policy (SoMP), the central bank expects GDP growth to pick up slightly in the near-term ... |
| | | | The Future Fund returned 12.4% in the 12 months to 31 December 2025, adding some $29.54 billion to funds under management (FUM), ending the year at $267.4 billion. The long-term return also exceeded the fund's mandate target (7%), coming in at 8.5% ... |
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