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INTERGENERATIONAL WEALTH
Financial planning
Financial advisers may be encouraged to work with multiple generations amid the intergenerational wealth transfer, but the FAAA has warned it can cause behavioural confli...
Financial planning
Wealth management is facing a “fundamental transformation” as 81 per cent of next-gen inheritors have said they will likely switch away from their parents’ wealth manager...
Financial planning
As advisers risk losing two-thirds of FUA during the $3.5 trillion wealth transfer, two co-founders underscore why fostering trust with the next generation is vital to re...
Financial planning
Despite younger generations representing the largest group of potential inheritors, CoreData has discovered less than half of beneficiaries have professional advice to na...
Financial planning
Lower fees and trustworthiness are the top factors enticing unadvised Australians to seek a financial adviser, according to Fidelity International, common across all gene...
Financial planning
Wealth technology platform HeirWealth has announced an integration with Class Super so advisers can link their accounts with the platform....
Financial planning
Praemium research has uncovered that less than one in 10 financial advice practices have a formal, documented intergenerational wealth transfer strategy in place....
Financial planning
With next-generation heirs unlikely to retain their family’s financial advisers after receiving an inheritance, Capgemini has explored how firms can work with younger gen...
Financial planning
When it comes to engaging younger clients, Fidelity has unpacked potential concerns of this generation when it comes to seeking advice as well as how they prefer to inter...
Financial planning
With four in 10 advisers viewing the intergenerational wealth transfer as a threat to their practice, Business Health explores what to do when an established client relat...
Financial planning
Nearly half of financial advisers worldwide view the intergenerational wealth transfer as an existential threat, Natixis Investment Managers finds, as one-third say they ...
Financial planning
Clients are exhibiting multiple concerns on the intergenerational wealth transfer, making it imperative for advisers to address these fears through comprehensive strategi...
Expert Analysis
With more women aged 35-50 engaged in their finances and investments than ever, the cohort is a growing demographic for financial advice firms to work with, writes Nina K...
Features
A new report has unearthed seven key megatrends that financial advisers need to prepare for to stay ahead of the game and not be left behind by peers....
Expert Analysis
Conversations about the intergenerational wealth transfer involve imparting financial wisdom and fostering a legacy of financial literacy and security...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...