Search Results | Showing 1 - 10 of 48 results for "Intergenerational wealth" |
| | ... male-dominated industries. "Women are accumulating their own assets and investments, while also benefiting from intergenerational wealth and Baby Boomer business transfers," the research said. "Together with higher divorce rates, especially among older ... |
| | | ... SMSF accounts declined. Perhaps unsurprisingly, generation X - those likely to inherit the bulk of the intergenerational wealth transfer - were the biggest cohort among the advised investors opening new SMSF accounts. Their share of new accounts rose ... |
| | | Advisers who incorporate responsible investment into conversations about intergenerational wealth transfer see higher client satisfaction than those who don't, according to new research from Australian Ethical. Australian Ethical released Opportunity ... |
| | | ... they need to know - whether they are wholesale or a retail client". The firm is anticipating a large intergenerational wealth transfer that will require advisers' attention. "A large part of my client base are retirees, so we are working with them ... |
| | | ... not intended to be a wealth transfer tool, and the tax implications can be an issue when its used as an intergenerational wealth transfer vehicle to transfer wealth to non-dependents, it said. The research also found that saving for a happy retirement ... |
| | | ... generations. "Now established income earners, Gen Ys are on the verge of receiving unprecedented levels of intergenerational wealth via inheritance or gifts. One in Two Gen Y already have or are likely to come into an inheritance or major financial support," ... |
| | | ... commented: "The emergence of new technologies demands for a native digital client experience and the largest intergenerational wealth transfer in history pose significant challenges to the entire wealth industry." "Our research outlines ways in which ... |
| | | ... wealth industry participants need to rise to the challenges and opportunities presented by the great intergenerational wealth transfer, AUSIEX chief executive Patrick Salis says. According to AUSIEX's latest research report, titled On the Precipice of ... |
| | | ... family-run, only 30% have an established succession plan. This comes into focus with a $3.5 trillion intergenerational wealth transfer expected over the next two decades, KPMG said. KPMG family enterprise advisory director Daniel Trimarchi said: "Managing ... |
| | | ... Tishman Speyer, one of the world's most recognised and esteemed international developers." As both intergenerational wealth transfers and new wealth emerge, family offices continue to gain traction as preferred wealth management vehicles due to the ... |
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