POWERED BY MOMENTUM MEDIA
ESTATE PLANNING
Financial planning
National advice firm Invest Blue has announced several acquisitions, including the purchase of an estate planning and wealth protection business Lambert Group....
Financial planning
Fidelity finds next-gen investors are increasingly open to seeking financial advice to plan for an impending wealth transfer, as they mull over future investments in real...
Financial planning
Queensland financial advice firm MiQ Private Wealth has become the latest practice to utilise Yodal’s software for a digital estate planning solution as it expands its cl...
Financial planning
Financial services group Tribel has entered into agreement to roll out an estate planning solution from Yodal to its financial advisers to offer greater visibility of the...
Expert Analysis
Conversations about the intergenerational wealth transfer involve imparting financial wisdom and fostering a legacy of financial literacy and security...
Financial planning
The final Aged Care Taskforce report has recommended planning for aged care costs should begin at retirement to prevent suboptimal outcomes, while wealthier individuals c...
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...
Funds management
The intergenerational wealth transfer is in full swing with the number of billionaires who have inherited their money outpacing those who are self-made for the first time...
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
Overwhelmed by options ahead of an expected $4.9 trillion intergenerational wealth transfer, less than a quarter of Australians over 50 have a plan in place on how to lea...
Financial planning
Consumers believe professional advice could help them openly discuss finances with their family as less than a quarter have discussed estate and inheritance planning with...
People & Products
Generation Life has revealed investment bond upgrades as well as enhanced features of its LifeBuilder, ChildBuilder, and FuneralBond solutions to support wealth transfers...
Features
Research shows that many people are unprepared when it comes to planning for death. What are advisers offering to support clients in this area and is there more that coul...
Financial planning
Inheritance and estate planning remains the top unmet advice need for HNW investors, according to Praemium, with less than a quarter of those who expect to receive an inh...
People & Products
Midwinter has integrated with estate planning platform Inherit Australia to help advisers have easier estate planning conversations with their clients....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....