WEALTH TRANSFER

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

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

Almost 3,000 advice practices have closed their doors in the past five years, but there is a “renewed purpose and direction” for those who remain, says Adviser Ratings....

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

Less than half of millennials and Gen-Z say they would be open to using a financial adviser in the future, according to Findex, despite $3.5 trillion expected to transfer...

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Financial planning

Over half of Australian parents have not discussed their will or legacy with their children, according to a Perpetual survey....

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MARKET INSIGHTS

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Ross Smith

I have been making this advocation for more than 10 years, that banning a financial adviser like this is hopeless like a...

8 hours ago
Simon

...and not to forget if I'm a butcher, a baker, or candle stick maker then I'm a 'Qualified Adviser'!!! - sorry couldn't...

9 hours ago
Chris Cornish

Needed to add - "consult heavily with the market " ... but don't publish or listen to submissions if they differ from ou...

1 day 11 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