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Showing 21 - 30 of 621 results for %22Next Generation%22

Will HNW firms re-enter retail advice?

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
... retirees, so we are working with them to support them on thinking about how they pass their wealth on to that next generation, as well as a number of businesses that will liquidate in the next several years and also be looking at succession planning," ...

Institutions must come to the table now: First Australians Capital

CASSANDRA BALDINI  |  FRIDAY, 27 OCT 2023
... and community banking Noel Prakash shared the growth forecast for Indigenous small and medium-sized enterprises. "In the next two years, Indigenous business startups will grow at twice the rate of non-Indigenous businesses," he said. "So, from a timing ...

Fidelity finds key barriers in Australian estate planning

ANDREW MCKEAN  |  WEDNESDAY, 18 OCT 2023
... confidence that their savings will sufficiently support their desired lifestyle while transferring wealth to the next generation. Additionally, a major concern in leaving a financial legacy is navigating family dynamics, a challenge fraught with complexities ...

KeyInvest, Mantis Funds launch investment bond offering

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
... decades, tax planning has been very superannuation and offshore fund focused, a trend which we believe will change in the next decade." In an environment where further changes to superannuation taxation laws are on the horizon, investment bonds are becoming ...

The Voice is not at the expense of the economy: Chalmers

CASSANDRA BALDINI  |  FRIDAY, 13 OCT 2023
... helped ensure the gap between wages and inflation that we inherited is now narrowing, and treasury expects it to close early next year," Chalmers said. Additionally, he flagged the 2023 Intergenerational Report, released in August, which looks to focus ...

HNWs increase digital engagement: Research

CHLOE WALKER  |  THURSDAY, 12 OCT 2023
... engagement between advisers and their HNW clients is becoming increasingly important, particularly considering the next generation of digitally native heirs. However, Investment Trends head of research Irene Guiamatsia said that HNWs still struggle with ...

RBA's multi-channel approach curbs inflation

ANDREW MCKEAN  |  THURSDAY, 12 OCT 2023
... decisions. Evidently, RBA data suggests the 4% rate rise might result in a roughly 4% decline in business investment over the next two to three years. On the household front, higher rates encourage saving and delayed consumption. "In the current cycle ...

ReCALIbrate grant winners announced

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... "Risk specialists have an important role in the life insurance ecosystem, so it is important that we foster the next generation of talent." This, Gooderick said, will ensure that consumers understand their life insurance needs, secure adequate cover ...

Advised Aussies more financially confident: Research

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
... Boomers reaching old age, the world is on the cusp of an unprecedented wealth transfer between the generations. The next generation has a high demand for financial planning, but their service expectations are different to their parents. Financial planners ...

Housing crisis costing Australia $64bn: Aware

CASSANDRA BALDINI  |  FRIDAY, 6 OCT 2023
... scalable, replicable contribution to the nation's housing crisis." Aware Super has agreed to commit $1.5 billion over the next five years to fuel the development of over 2000 apartments, which will include affordable essential worker housing. Stewart ...