Search Results | Showing 51 - 60 of 74 results for "Wills" |
| | Equity Trustees (EQT) has appointed two solicitors to support the growth of its estate planning and wills business. Catherine Elversson and Andrew Woods will be reporting to EQT national manager estate planning Anna Hacker. Elverson will be based in ... |
| | | ... "If they've seen enough, they'll know that they contain certain things. A good financial planner actually keeps track of wills and powers of attorneys and they'll talk to the clients about it." He reminded advisers that "dying without a will is an enormous ... |
| | | ... with when it comes to estate planning and this is something advisers should take into consideration. When working on the wills of this kind of clients, advisers consider current spouses, former spouses and multitudes of children according to Townsends ... |
| | | ... service for its advisers. The partnership will give Aon Hewitt's financial adviser network access to EQT's estate planning and wills specialists. "Australia's ageing population and the transfer of wealth from baby boomers to their children and grandchildren ... |
| | | Self-managed superannuation fund (SMSF) holders should plan their legacy as carefully as they do their investments, as a will may not be sufficient to ensure their money goes to the people its intended for. According to TAG Partners director Michelle ... |
| | | ... general estate planning needs and the range of issues to be considered, said Hacker, who is also an accredited specialist in wills & estates. "Probably the most common mistake I see is to do with superannuation, where people attempt to directly distribute ... |
| | | ... five investment bankers will take Lazard's advisory team -which include former Labor Prime Minister Paul Keating, David Wills, Charles Whiting and Peter Coupe - to 37. "We are delighted to welcome the O'Sullivan Partners team on board. Tony and Garren ... |
| | | ... is deliberately transparent and understandable, compared with other products in the hedge fund space, according to Simon Wills, head of wholesale, AQR Australia. "We put a lot of focus on minimising any anticipated beta exposure in the Fund. Both beta ... |
| | | ... and the importance of forming partnerships with clients, with a strong focus on ongoing education and support," said Simon Wills, head of wholesale, AQR Australia. |
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