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WEALTH TRANSFER
Financial planning
Praemium research has uncovered that less than one in 10 financial advice practices have a formal, documented intergenerational wealth transfer strategy in place....
Financial planning
With next-generation heirs unlikely to retain their family’s financial advisers after receiving an inheritance, Capgemini has explored how firms can work with younger gen...
Financial planning
With four in 10 advisers viewing the intergenerational wealth transfer as a threat to their practice, Business Health explores what to do when an established client relat...
Financial planning
Nearly half of financial advisers worldwide view the intergenerational wealth transfer as an existential threat, Natixis Investment Managers finds, as one-third say they ...
Financial planning
Clients are exhibiting multiple concerns on the intergenerational wealth transfer, making it imperative for advisers to address these fears through comprehensive strategi...
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...
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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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...