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Showing 71 - 80 of 112 results for "Wealth transfer"

Advice is the business to be in: Salt

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
... Boomer generation, right through until 2040," he said. "I think what we will see from 2025 onwards is the greatest wealth transfer in history, as Baby Boomers start to transfer their wealth to the next generation."

How to retain HNW heirs as clients

KANIKA SOOD  |  MONDAY, 24 SEP 2018
... retain high-net-worth client assets through generations must engage better with their clients' heirs long before a wealth transfer happens, according to GlobalData. The GlobalData 2018 wealth manager survey asked wealth managers how they could minimise ...

Retirement living advice is an opportunity: Challenger Financial Standard Technical Services Forum

KARREN VERGARA  |  FRIDAY, 21 SEP 2018
... clients who are in pre-retiree on retirement phase and will need assistance with aged care and intergenerational wealth transfer at some point, he said. For advisers who haven't given this much thought, this presents an opportunity to provide advice ...

Baby boomers unprepared for wealth transfer: Australian Unity

HARRISON WORLEY  |  FRIDAY, 27 APR 2018
... it the largest ever intergenerational transfer of wealth of its kind. According to the mutual, the size of this wealth transfer should serve as a reminder to check their estate distribution plan. Citing a joint research report from the University of ...

Intergenerational wealth transfer at tipping point: Adviser

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... demanding their inheritance sooner rather than later. "We are on the threshold of the largest intergenerational wealth transfer in history with some estimating it could be as high as $3 trillion that will change hands over the coming decades as mature ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... perspective on the multiple implications of an ageing population: from investment strategy to intergenerational wealth transfer and estate planning. ETF Forum Hosted at The Langham in Melbourne, exchange-traded funds (ETF) experts from the likes of BlackRock ...

Trustee Partners recruits ahead of opening NZ office

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
... industry and demographic trends including increasing household wealth and growing demand for intergenerational wealth transfer solutions," Kingston said. "New Zealand is an emerging entrepreneurial hub with great business leaders and innovators who punch ...

Financial advice key for world in reverse: Geldof

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... Sir Bob Geldof urged the financial advisers of Australia to proactively prepare for the significant generational wealth transfer that is approaching to ensure people continue to receive financial advice. The keynote speaker at this year's Association ...

Why advisers should revisit death benefits

KARREN VERGARA  |  FRIDAY, 6 OCT 2017
... death benefits reinforce the idea that super is not a vehicle for extensive estate planning or intergenerational wealth transfer. The additional complexity these rules introduce will likely create a potential minefield for clients when reviewing estate ...

Advisers must seek alternative estate planning options: Austock

EMMA RAPAPORT  |  WEDNESDAY, 21 JUN 2017
... objectives at its intended investment term; for example, to meet a long-dated endowment or an intergenerational wealth transfer. Alternatively, investment bond nominations, like superannuation nominations, can operate to directly distribute investment ...