PHILANTHROPY
Financial planning
There are misconceptions around philanthropy as clients are unsure if they have enough money to make a charitable gift or legacy, according to Perpetual Private....
Expert Analysis
While many of us know we should undertake philanthropic activities, Emma Sakellaris writes, why charitable giving should be a key component of our financial planning....
People & Products
Equity Trustees has recruited NAB’s Jodi Kennedy as its new general manager, charitable trusts and philanthropy....
Financial planning
Trusted advisers may help connect their clients to philanthropy, according to DSS study....
Financial planning
Melbourne-based CFP, Kathy Havers has been recognised by the FPA for her tireless community service and philanthropy. ...
Tools & guides
Raising the question of philanthropy when creating or reviewing a financial plan helps advisers build trust with their clients, and assists in the regulator-mandated 'kno...
Financial planning
Raising the option of philanthropy with clients can help advisers build trust and fulfil their ‘know your client’ requirement....
Funds management
Wilson Asset Management chairman Geoff Wilson launched Future Generation Global Investment Company, which will run a dual mandate to create wealth and help those with a m...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...