Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
WEALTH TRANSFER
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...
Financial planning
Over half of Australian parents have not discussed their will or legacy with their children, according to a Perpetual survey....
Never miss the latest news and developments in wealth management industry
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...