Advice clients demand philanthropic conversations
KARREN VERGARA  |  THURSDAY, 1 MAR 2018
Philanthropy is becoming part of the conversation between financial advisers and clients as it's an area increasingly accessible to middle Australians, an estate planning expert says.
EQT names manager for major philanthropy client
ALEX BURKE  |  THURSDAY, 1 MAR 2018
Equity Trustees appointed a grants program manager to oversee one of Australia's largest philanthropic trusts.
Cultural bias heavily discounts female artwork
KARREN VERGARA  |  TUESDAY, 30 JAN 2018
Art buyers and investors pay female artists up to 50% less for their work compared to men on average, latest academic research has found.
Australia's wealth gap deepens: Oxfam
KARREN VERGARA  |  TUESDAY, 23 JAN 2018
Australian billionaires amassed a $115.4 billion fortune in FY17, representing a 140% jump since the Global Financial Crisis, according to an Oxfam analysis.
HNWI growth outpacing super: Research
ALEX BURKE  |  WEDNESDAY, 17 JAN 2018
The growth in Australia's high-net-worth sector is outpacing superannuation on two key fronts, according to Rainmaker research.
Lowy hands over keys to the Westfield kingdom
ALEX BURKE  |  WEDNESDAY, 13 DEC 2017
Australian retail magnate and pre-eminent philanthropic figure Sir Frank Lowy is selling the Westfield retail empire he co-founded to a Parisian commercial property company.
Advisers can benefit from the spirit of giving
JAMIE WILLIAMSON  |  TUESDAY, 5 DEC 2017
Encouraging clients to engage in philanthropic activities in the lead up to Christmas can assist financial advisers in strengthening the advice relationship, according to Australian Unity Trustees.
Philanthropy at the heart of planning profession
DARREN SNYDER  |  MONDAY, 27 NOV 2017
Nineteen Financial Planning Association members from across Australia completed a grueling seven-day, 726-kilometre fundraising ride in Hobart last week in the lead up to the 2017 FPA Professionals Congress and to help those in need.
Australia becoming millionaire factory: Credit Suisse
ALEX BURKE  |  FRIDAY, 17 NOV 2017
The 12 months to mid-2017 saw the number of Australian millionaires rise by 200,000 - the third-largest increase after the US and Germany.
Millennials shaping family office strategy
EMMA RAPAPORT  |  MONDAY, 16 OCT 2017
Socially mindful and environmentally conscious millennials are driving a shift in how the ultra-wealthy manage their money as family offices set to ramp up allocation towards impact investing, according to latest research.
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