POWERED BY MOMENTUM MEDIA
INTERGENERATIONAL WEALTH
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. ...
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 ...
Financial planning
Advisers will have a crucial role in facilitating the transfer for trillions of dollars between baby boomers and their heirs, research reveals....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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...