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Showing 61 - 70 of 104 results for "Younger generation"

How to retain HNW heirs as clients

KANIKA SOOD  |  MONDAY, 24 SEP 2018
... is the most effective way for wealth managers to hold on to these clients after family assets pass down to a younger generation. "Simply opening a youth account in an heir's childhood will not be enough," the research firm said. GlobalData survey found ...

TAL partners with mental health NFP

KARREN VERGARA  |  TUESDAY, 21 AUG 2018
... forces with a not-for-profit organisation to help raise greater awareness on mental health issues affecting the younger generation. Orygen specialises in providing mental health research, clinical services, training and education for young people. The ...

Advisers grapple with client retention

KARREN VERGARA  |  WEDNESDAY, 18 JUL 2018
... their growth prospects," he said. In terms of the improving professional standards, Peker noted it's the younger generation of advisers who are more supportive of the reforms. Most advisers accept that higher professional standards are vital for ...

Younger advisers drive digital client engagement

KARREN VERGARA  |  WEDNESDAY, 27 JUN 2018
... technology-based solutions to interact and disseminate information, this year's Planner Technology Report found. The younger generation of planners are driving the digital client experience trend, starting with virtual client meetings. Investment ...

Advice clients demand philanthropic conversations

KARREN VERGARA  |  THURSDAY, 1 MAR 2018
Philanthropy is becoming part of the conversation between financial advisers and clients as it's an area increasingly accessible to middle Australians, an estate planning expert says. Australian Unity Trustees national manager of estate panning Anna ...

REST rolls out its millennial pitch

EMMA RAPAPORT  |  FRIDAY, 8 DEC 2017
Australia's leading millennial superannuation fund is rolling out its latest weapon in the fight for millennial super with the launch of a mobile app. The new REST Industry Super app gives members to access to information about their super and tells ...

Younger generations gaining super ground

JAMIE WILLIAMSON  |  TUESDAY, 7 NOV 2017
Millennials' share of Australia's superannuation pool has more than doubled over the last decade, according to Roy Morgan. The latest findings from the researcher's Single Source Survey (Australia) shows gains in superannuation market share were made ...

Millennials shaping family office strategy

EMMA RAPAPORT  |  MONDAY, 16 OCT 2017
... Management head of global family office APAC, Anurag Mahesh, is motivated by the need to satisfy the mindset of the younger generation, who both feel accountable for global issues and are significantly more likely to say they can influence social equality ...

Financial advice key for world in reverse: Geldof

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... Association of Financial Advisers' National Adviser Conference, Geldof referenced figures suggesting just 50% of the younger generation will keep their financial adviser after that wealth transfer occurs. This is because of the Western world's growing ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
Check out this blog to get an hourly update on the latest announcements, session highlights and social media commentary live at the AFA 2017 National Adviser Conference. 10.30pm - AFA caps its annual conference with an awards gala ceremony for the 2017 ...