Family Office
Gonski asks philanthropists to have more heart
DARREN SNYDER  |  THURSDAY, 6 SEP 2018
ANZ chairman David Gonski believes Australian philanthropists must give with more rigour as assets that have taken years to accumulate are too often spent on a whim.
Philanthropists must move beyond the hierarchy
DARREN SNYDER  |  WEDNESDAY, 5 SEP 2018
The president at one of the largest US philanthropic institutions believes there is a misnomer that philanthropists must stick to a strict hierarchy when addressing global problems.
Finance sector in top three for giving: Report
HARRISON WORLEY  |  MONDAY, 20 AUG 2018
An inaugural report shining a light on Australia's most philanthropic corporations shows 39 companies collectively invested $867 million in community causes in the 2016/17 financial year, with the finance sector highlighted for its contribution.
Advisers can help democratise philanthropy
KARREN VERGARA  |  FRIDAY, 17 AUG 2018
Retail investors are fuelling changes in the philanthropic sector that present business development opportunities for the financial advice and wealth management industries, according to an expert.
Philanthropists should reimagine data management: Research
KARREN VERGARA  |  THURSDAY, 9 AUG 2018
Perpetual research presents new strategies for the philanthropic and not-for-profit sectors that mitigate data risks and helps them get ahead in an increasingly digital technology-centric society.
Leading philanthropic couple honoured
HARRISON WORLEY  |  FRIDAY, 27 JUL 2018
One of Australia's leading philanthropic couples received the top honour at the 2018 Philanthropic Awards.
Should high-income earners pay charity levy?
DARREN SNYDER  |  FRIDAY, 13 JUL 2018
Academics have proposed a new system to better distribute Australia's wealth - one which would see high-income earners pay a charity levy.
Family offices maintain equity allocations: Study
DARREN SNYDER  |  FRIDAY, 13 JUL 2018
Latest research shows less than one-third of family offices are using quantitative models to determine asset class allocations and position sizes. At the same time, equity allocations remain unchanged.
Aussie HNWI population grows: Capgemini
HARRISON WORLEY  |  THURSDAY, 21 JUN 2018
Latest research from digital consultant Capgemini shows Australia's high-net-worth individual (HNWI) population is growing, with more than 20,000 Aussies joining the fold in 2017.
Socio-emotional wealth key to keeping business in the family: KPMG
HARRISON WORLEY  |  MONDAY, 28 MAY 2018
Latest family business research from KPMG shows that business families with high socio-emotional wealth are more likely to keep control of the business within the family.
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