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Showing 1 - 7 of 7 results for "Great wealth transfer"

Baby boomers look to switch benefactors' advisers: Natixis

RIDDHIMA TALWANI  |  MONDAY, 20 APR 2026
... financial adviser after they receive an inheritance. According to Natixis Investment Managers' (Natixis IM) Great Wealth Transfer report, baby boomers, Australians aged between 62 to 80, are expected to cause the most disruption as 75% said they would ...

Inheritance dissatisfaction an advice opportunity: Report

MATTHEW WAI  |  THURSDAY, 12 JUN 2025
... have used their inherited capital, presenting an opportunity for financial advisers. As the $3.5 trillion great wealth transfer kicks off, Capital Group surveyed 600 HNW individuals across Europe, Asia Pacific, and the US to explore the use of inheritances ...

Aussies need help to navigate the great wealth transfer: Fidelity

MATTHEW WAI  |  FRIDAY, 4 APR 2025
... winner throughout. Generation X, aged between 44 and 59, are likely to be the "greatest beneficiary" of the great wealth transfer, with over one-third (35%) expecting to inherit over $500,000. Comparatively, only 20% of Millennials, aged between 29 and ...

Vote for Financial Standard in Australian Financial Industry Awards

STAFF WRITER  |  WEDNESDAY, 11 SEP 2024
... retirement landscape, regulatory developments, and the torrent of considerations surrounding the anticipated great wealth transfer. "We'd like to say a big thank you to those who nominated us, and congratulations to all our fellow finalists in this ...

Billionaires of all ages watching AI: Research

CHLOE WALKER  |  FRIDAY, 1 DEC 2023
... chair and APAC co-head Amy Lo said it's exciting to see the rise of billionaires in the region. "The great wealth transfer among billionaires and wealthy families has also started to show momentum, highlighting the importance of finding consensus ...

Mass-affluent population key to insurer sustainability: Report

JAMIE WILLIAMSON  |  FRIDAY, 20 OCT 2023
... policyholders and their beneficiaries is a "strategic necessity." This is how insurers will remain relevant amid the great wealth transfer, Capgemini said. The report suggests insurers prioritise affluent and mass-affluent consumers who hold about 39% ...

The great wealth transfer at risk: Research

CHLOE WALKER  |  THURSDAY, 10 NOV 2022
Young Australians are putting billions of dollars of inheritance at risk with their current money management behaviours, according to new research from Findex. The research, commissioned by Findex, explored the spending, saving, and investing behaviours ...
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