INHERITANCE

Funds management

The intergenerational wealth transfer is in full swing with the number of billionaires who have inherited their money outpacing those who are self-made for the first time...

Financial planning

Amid aged care funding discussions, new research reveals 73 per cent of Australians would be willing to forego an inheritance to let older family members enjoy a comforta...

Financial planning

Some $68 trillion is set to be passed on by the baby boomer generation in inheritance with the millennial recipients reporting they will most likely put it towards their ...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

baffled

I don't have any faith in the regulator. I've stopped reading these and just think some poor guy got busted for a spell...

1 day 15 hours ago
Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

4 days 21 hours ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

4 days 21 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 2 weeks ago