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Showing 1 - 10 of 44 results for "Intergenerational wealth transfer"

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
... advisers, and mortgage brokers located in offices nationwide. CoreData Research estimates that the intergenerational wealth transfer is around $4.9 trillion. This excludes $3.7 trillion of superannuation and money in savings accounts that aren't ...

Advisers encouraged to engage with clients' kids

ELIZA BAVIN  |  MONDAY, 29 JUL 2024
New research from AMP has revealed Australians' attitudes to intergenerational wealth. The research found half of those under 40 believe they will need to support their parents financially as they age, with children and their parents reluctant to ...

How advisers can reap additional $2.1bn in revenue

KARREN VERGARA  |  THURSDAY, 25 JUL 2024
... cognisant of is the increased demand for retirement advice and assistance with the significant intergenerational wealth transfer. John O'Mahoney, a partner at Deloitte Access Economics, told Financial Standard that advice firms' profitability ...

Challenger executive joins Bell FG

KARREN VERGARA  |  MONDAY, 22 JUL 2024
... objectives," he said. Ingwersen said: "This is an important time for Bell Financial Group as we see the intergenerational wealth transfer start to gather momentum. Across the entire financial services industry, this substantial transfer of assets and ...

ASX delistings outpacing new market entries

ELIZA BAVIN  |  MONDAY, 8 JUL 2024
... this market growth, including an increase in high-net-worth individuals (HNWIs), the ongoing intergenerational wealth transfer, and a preference for companies to stay or go private, the report found. The total number of companies listed on the ASX decreased ...

New recruits top advice industry priority: FAAA

KARREN VERGARA  |  FRIDAY, 28 JUN 2024
... the demand for financial advice is growing, particularly among the recipients of the massive intergenerational wealth transfer that is tipped to be worth $5 trillion. In the 2025-26 financial year, the association will double down on increasing the adviser ...

Advisers shoulder massive wealth transfer

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
Financial advisers shoulder much of the responsibility in helping facilitate the massive intergenerational wealth transfer that has blown out to nearly $5 trillion, according to new estimates, as recipients are largely financial illiterate and ill-prepared ...

New platform launches for high-net-worth families

ELIZA BAVIN  |  FRIDAY, 24 MAY 2024
... individuals, families and professional advisers face as part of the country's $3.5 trillion intergenerational wealth transfer, including administrative inefficiencies and managing both traditional and non-traditional assets across fragmented tools. "HeirWealth ...

Advisers must unite for major reforms: SIAA

KARREN VERGARA  |  THURSDAY, 9 MAY 2024
... important areas advisers currently face is the stage of life and dynamics that come with the intergenerational wealth transfer, which Perth-based Boyce said is the "overall tailwind for our industry." "It's important for Australians to be able to ...

Advised investors spurring SMSF rebound

ELIZA BAVIN  |  MONDAY, 18 MAR 2024
... 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 by more ...
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