INTERGENERATIONAL WEALTH

Financial planning

Newly launched wealth technology platform HeirWealth has appointed multiple senior industry figures to its advisory board including former MLC CEO Geoff Lloyd as chair....

Financial planning

Australia’s looming intergenerational wealth transfer remains a crucial opportunity for financial advisers, with 14 per cent of consumers looking to transfer $1 million o...

Financial planning

Two reports have highlighted potential problems around the $4.9 trillion intergenerational wealth “tsunami”, particularly for women who are most likely to be a beneficiar...

Financial planning

A Perth private wealth firm has expanded to take advantage of the demand for advice in regional Western Australia, driven by rising land values and intergenerational weal...

Financial planning

AMP has launched a new estate planning offering across its financial advice network in response to client demand ahead of Australia’s looming intergenerational wealth tra...

Financial planning

Financial advisers who actively engage with their clients’ wealth transfer to their children are seeing greater client satisfaction and higher retention rates, Australian...

Financial planning

Seeking to help their loved ones achieve greater financial security through an inheritance, Australians are increasingly looking to advisers for estate planning and engag...

Financial planning

With the great wealth transfer looming alongside weakening financial literacy, an HLB wealth adviser urges families to engage in more financial discussions around legacy ...

Financial planning

Financial advisers play a crucial role in stimulating financial discussions between parent clients and their adult children, shares Findex, as the most significant interg...

Features

Given the growing number of young, tech-savvy Australians with their own unique financial goals, firms are launching new solutions to capture this next generation of inve...

People & Products

Sydney-based wealth manager Sarto Advisory has launched its own online investing solution with OpenInvest to help younger investors....

Financial planning

Some $3.5 trillion is expected to be passed onto the millennial generation over the next 20 years and will be a new client pipeline for advisers, according to BT. ...

image
Superannuation

The priority of leaving an inheritance legacy to children is not possible for Baby Boomers, if they want a reasonable standard of living in retirement, Connect Financial ...

image
Financial planning

Advisers will have a crucial role in facilitating the transfer for trillions of dollars between baby boomers and their heirs, research reveals....

image
 

MARKET INSIGHTS

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

Bradley

Dear CEO and board, It's time to start some VERY HEAVY LOBBYING on behalf of advisers which could save your platform re...

17 hours ago
JOHN GILLIES

He is every thing ASIC said he was BUT How on earth did he expect to get away with it????? . these guy's who dip in...

19 hours ago
Chris Cornish

A tad optimistic from Morningstar. Adviser numbers are somewhat irrelevant; it all comes down to the platform and whethe...

20 hours ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

1 week 1 day ago

Treasurer Jim Chalmers has handed down his third budget, outlining the government’s macroeconomic forecasts and changes to superannuation....

2 weeks 2 days ago

Iress has announced it is strengthening its security settings after suffering an unauthorised access of its systems over the weekend....

2 weeks 3 days ago