The latest issue of Financial Standard now available as an e-newspaper
|Showing 21 - 30 of 36 results for "Intergenerational wealth"|
|... favourable industry and demographic trends, including increasing household wealth and growing demand for intergenerational wealth transfer solutions," Trustee Partners managing director Phillip Kingston said. "Complectus is a high-quality business with ...|
|... lack of inheritance planning services could mean the end of those relationships throughout the largest intergenerational wealth transfer in history. New GlobalData research shows while millionaires represent just 0.2% of the world's population, they ...|
|... an investment bonds' already comprehensive structural benefits and view the feature as an impressive intergenerational wealth transfer tool." Australian Unity general manager of life and super Matt Walsh said the upgrade follows a strong year for the ...|
|... demographic changes, increasing the demand for wealth protection and wealth transition services. "Australia's intergenerational wealth transfer is expected to be more than $80 billion per year by 2030, increasing the need for trusted and independent ...|
|... non-concessional contributions intended to limit the potential for people to use superannuation for shadow intergenerational wealth transfers. Despite these claw-backs the government still expects to raise $501 billion in 2019-20, an amount five times ...|
|... portfolio management and administration, tax, accounting and superannuation, succession planning and intergenerational wealth transfer, asset protection and family office strategy, governance and operations.|
|... to providing financial advice to women, particularly as they are predicted to inherit the bulk of the intergenerational wealth transfer in the next few decades; yet at the same time, are hampered by lower pay and earnings potential compared with men. ...|
|... This quarter, the group has developed a new mortgage product suite in response to the twin challenges of intergenerational wealth transfer and housing affordability in the country. Called parent-to-child (P2C), it is a loan facility that - as the name ...|
|... advantages over SMSFs that shouldn't be ignored." Hutton said that these include asset protection options; intergenerational wealth transfer; no limit on contributions to the trust, and the ability to increase capital. Family trusts also allow income ...|
|... in private wealth. The Global Family Office Report 2014, published in partnership with UBS, found that intergenerational wealth management was the most important objective of family offices, followed by the consolidation of accounting and tax functions. ...|
As he marks 90 days as chief executive, Matt Rady tells Financial Standard how, despite the industry exodus and the company's own challenges in 2021, financial advisers are increasingly turning to BT Financial Group.
The former head of wholesale distribution at BNP Paribas Asset Management has taken on a similar role at MFS Investment Management.
The Stockbrokers and Financial Advisers Association argues that potential reforms to education standards will put the industry on a level playing field with other professions.
The local branch of the UN Principles for Responsible Investing has bolstered its team, hiring Spirit Super's general manager for strategy.
|Brought to you by|
|Keep up to date, don't be the last to know! Get the Financial Standard Daily Newsletter.|