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Showing 21 - 30 of 112 results for "Wealth transfer"

Australian wealth increases despite variable global growth: UBS

MATTHEW WAI  |  THURSDAY, 19 JUN 2025
Australia saw a 10% jump in median wealth, with latest findings showing the country is seeing a more "equal spread" of wealth than most nations. The UBS Global Wealth Report 2025 shows that despite the global wealth increase, the speed of growth was ...

Inheritance dissatisfaction an advice opportunity: Report

MATTHEW WAI  |  THURSDAY, 12 JUN 2025
... have used their inherited capital, presenting an opportunity for financial advisers. As the $3.5 trillion great wealth transfer kicks off, Capital Group surveyed 600 HNW individuals across Europe, Asia Pacific, and the US to explore the use of inheritances ...

New SMSF trustees drive financial advice uptake

ANDREW MCKEAN  |  WEDNESDAY, 28 MAY 2025
Trustees of newly established self-managed super funds (SMSFs) are behind a surge in the uptake of financial advice, according to a Vanguard/Investment Trends SMSF report. The report, while showing that adviser influence is growing in new SMSF set-ups ...

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
... about its clients for better insights and services. It is expected that round $3.5 trillion will swap hands in the wealth transfer in Australia over the next 20 years, and Tubman noted HeirWealth's offering has become imperative for advisers to foster ...

$3.5tn wealth transfer scares Aussie advisers: Natixis

MATTHEW WAI  |  MONDAY, 28 OCT 2024
... 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 advisers are also concerned they ...

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN  |  THURSDAY, 24 OCT 2024
The $3.5 trillion wealth transfer will be Australia's biggest economic event over the next 20 years, according to AMP Advice national lead Anjuum Siingh, who chaired a panel of financial advisers at the Financial Standard Retirement Income Forum today. ...

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
... advisers, and mortgage brokers located in offices nationwide. CoreData Research estimates that the intergenerational wealth transfer is around $4.9 trillion. This excludes $3.7 trillion of superannuation and money in savings accounts that aren't ...

Vote for Financial Standard in Australian Financial Industry Awards

STAFF WRITER  |  WEDNESDAY, 11 SEP 2024
... retirement landscape, regulatory developments, and the torrent of considerations surrounding the anticipated great wealth transfer. "We'd like to say a big thank you to those who nominated us, and congratulations to all our fellow finalists in this ...

Australians urged to consider bequests amid $5.4tn wealth transfer

MATTHEW WAI  |  THURSDAY, 8 AUG 2024
JBWere's The Bequest Report found that only $1.3 billion, which is equivalent to 1% of the estimated $150 billion in inheritance, will be donated to charity this year. This compares to 1% ($229m) in New Zealand, 3.7% ($7.6bn) in the UK, and 4.4% ...