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Showing 31 - 40 of 64 results for "intergenerational wealth transfer"

Responsible investment key to wealth transfer conversation

RACHEL ALEMBAKIS  |  MONDAY, 4 DEC 2023
Advisers who incorporate responsible investment into conversations about intergenerational wealth transfer see higher client satisfaction than those who don't, according to new research from Australian Ethical. Australian Ethical released Opportunity ...

Will HNW firms re-enter retail advice?

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
... need to know - whether they are wholesale or a retail client". The firm is anticipating a large intergenerational wealth transfer that will require advisers' attention. "A large part of my client base are retirees, so we are working with them to ...

Aussies largely unsure of legacy plan: Research

CHLOE WALKER  |  FRIDAY, 6 OCT 2023
... intended to be a wealth transfer tool, and the tax implications can be an issue when its used as an intergenerational wealth transfer vehicle to transfer wealth to non-dependents, it said. The research also found that saving for a happy retirement is ...

Wealth management ecosystem at critical inflection point: Citi

ANDREW MCKEAN  |  THURSDAY, 20 JUL 2023
... emergence of new technologies demands for a native digital client experience and the largest intergenerational wealth transfer in history pose significant challenges to the entire wealth industry." "Our research outlines ways in which we can re-imagine ...

The boomer boom is over: AUSIEX

CHLOE WALKER  |  TUESDAY, 27 JUN 2023
... industry participants need to rise to the challenges and opportunities presented by the great intergenerational wealth transfer, AUSIEX chief executive Patrick Salis says. According to AUSIEX's latest research report, titled On the Precipice of Change ...

Family offices ignoring $3.5tn time bomb: KPMG

ANDREW MCKEAN  |  THURSDAY, 1 JUN 2023
... family-run, only 30% have an established succession plan. This comes into focus with a $3.5 trillion intergenerational wealth transfer expected over the next two decades, KPMG said. KPMG family enterprise advisory director Daniel Trimarchi said: "Managing ...

Tishman Speyer, Raffles Family Office launch APAC fund

CHLOE WALKER  |  FRIDAY, 12 MAY 2023
Global property developer Tishman Speyer and Singaporean-based Raffles Family Office (RFO) have established a new partnership to launch the Tishman Speyer/Raffles Family Office APAC Opportunity Fund I. The fund will target value-add and opportunistic ...

Digitisation, personalisation key for advice firms: BlackRock

CHLOE WALKER  |  WEDNESDAY, 3 MAY 2023
... typical client is around 62 years old and on the verge of retirement. However, with the huge intergenerational wealth transfer about to take place, the bulk of which is expected go to millennials, the face of the client is changing," he acknowledged. ...

Insignia Financial profits jump 59% to $234.5m

CASSANDRA BALDINI  |  THURSDAY, 25 AUG 2022
... agenda." It concluded against the backdrop of a growing superannuation sector and the largest intergenerational wealth transfer in history, Insignia Financial is well-positioned to deliver quality outcomes for clients and shareholders. "Our results demonstrate ...

Multi-family office adds lead regional role

JAMIE WILLIAMSON  |  THURSDAY, 30 SEP 2021
... growth in Asia's ultra-high-net-worth community in the next five years. It said the pending intergenerational wealth transfer is also a reason for its decision expand. "Peter will help drive the continued inorganic and organic growth of Alvarium's platform ...