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Showing 71 - 80 of 450 results for "Next-Generation"

Advisers shoulder massive wealth transfer

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... when it comes to money. That's very normal." Advisers must nevertheless help forge ahead with involving the next generation in their parents' plan. "If the kids might be in the arts and don't like to think about anything financial, then the ...

QIC backs startup investor

ANDREW MCKEAN  |  TUESDAY, 4 JUN 2024
... technology businesses. "It [the funding] will allow us to provide critical capital and strategic guidance to the next generation of Australian entrepreneurs, helping them achieve their full potential and scale globally," he said. "Our scale and velocity ...

DWS names APAC chief investment officer, real estate

JAMIE WILLIAMSON  |  TUESDAY, 28 MAY 2024
... emerges, we believe Australian real estate will offer immediate investment opportunities in BTR, logistics and next generation office." Meantime, Tomova said the appointment highlights the group's strategic believe in local real estate investment opportunities. ...

New platform launches for high-net-worth families

ELIZA BAVIN  |  FRIDAY, 24 MAY 2024
... completely differently to their forebears. "The times are changing and it's vital for advisers to engage with the next generation and digitise their offerings to satisfy the new order." HeirWealth has Open Banking integrations in Australia and the United ...

Advisers urgently call on Treasury to recognise degrees

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... industry retain many long-standing stockbrokers and investment advisers to the benefit of their clients and the next generation of professionals..." SIAA's advocation for this "common sense reform" has paid off. "When degrees were introduced for ...

The top investment funds over the past year

ANDREW MCKEAN  |  FRIDAY, 10 MAY 2024
... any product in the top 10 at $565 million, returned 65.6%. The fund invests in companies that are considered "next generation" technology companies. Its biggest holdings are in Alphabet (Google), Apple, and Amazon. Examining sector-specific performance ...

SMC says 'reckless' plan could cost taxpayers $1tn

ELIZA BAVIN  |  THURSDAY, 9 MAY 2024
Super Members Council (SMC) has slammed the Coalition's plan for young Australians to use their super for a house deposit, saying new modelling shows it could cost taxpayers a cumulative $1 trillion. SMC said even a policy which capped super withdrawals ...

Succession planning troubles family offices: J.P. Morgan

KARREN VERGARA  |  TUESDAY, 30 APR 2024
Global family offices remain deeply concerned about how to prepare the next generation to inherit a vast fortune as almost 30% do not have a structured approach to help them, a new study from J.P. Morgan reveals. The majority (70%) of participants that ...

Two Brisbane advice firms merge

KARREN VERGARA  |  WEDNESDAY, 17 APR 2024
... and estate planning. Cook recently told sister publication FS Advice why he's a strong advocate for guiding the next generation of advisers, having helped trained EWM's fifth Professional Year candidate. "Philosophically we want a strong, stable team ...

Long-term cost of super early release to be $85bn: SMC

CHLOE WALKER  |  FRIDAY, 1 MAR 2024
... now leave many people significantly poorer in retirement." Schubert said those withdrawals will also cost the next generation of taxpayers in a case of fiscal long-COVID. "These are the devastating consequences of schemes that break super's preservation ...