Search Results | Showing 21 - 30 of 112 results for "Wealth transfer" |
| | | 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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. ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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% ... |
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