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Showing 21 - 30 of 87 results for "Intergenerational wealth"

Old challenges push asset managers to inflection point: Citi

KARREN VERGARA  |  WEDNESDAY, 25 JUN 2025
... markets is a 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. ...

New SMSF trustees drive financial advice uptake

ANDREW MCKEAN  |  WEDNESDAY, 28 MAY 2025
... planning," Smith said. The research found that advised SMSFs are more likely to report advice gaps around intergenerational wealth transfers (29%) and estate planning (37%), while newly established SMSFs are far more focused on tax minimisation (37%) ...

Family offices favour real estate: Study

KARREN VERGARA  |  MONDAY, 28 APR 2025
... key component in hedging against inflation, enabling families to maintain long-term value and support intergenerational wealth strategies. The family offices studied typically work together with external real estate investment managers. Familyofficehub ...

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
... whether 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.

Grant Hackett named chief executive of Generation Development Group

ANDREW MCKEAN  |  FRIDAY, 20 DEC 2024
... million in investment bond sales in FY24 and elevate its brand as the market leader in tax aware investing, intergenerational wealth, and retirement income solutions. He's also working towards executing the business's strategic initiatives, which ...

Intergenerational wealth picture 'bleak': Grattan

ELIZA BAVIN  |  TUESDAY, 19 NOV 2024
Grattan Institute chief executive Aruna Sathanapally said it is the job of all Australians to ensure the younger generations have a "sense of hope" about the future rather than the sense that they are being "systematically screwed over". Speaking at ...

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN  |  MONDAY, 11 NOV 2024
... und zu Liechtenstein said the firm's expertise in family advisory services, sustainable investing, and intergenerational wealth uniquely positions it to be a valued partner in today's financial landscape. "Clients need stable partners to provide comprehensive ...

Mutual Trust merges with CMS Private Advisory

JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2024
... the group has identified several major tailwinds for the business. "As families face the challenges of intergenerational wealth, such as the sale of a long-held family business, the unbundling of jointly owned family wealth, or the death of a family ...

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN  |  THURSDAY, 24 OCT 2024
... advised or haven't previously been advised when they receive this money," McGrath said. "A lot of it [intergenerational wealth] is being received by people who haven't received advice before." For years, McGrath said, his focus has been on building education ...