Search Results | Showing 31 - 40 of 77 results for "Wealth transfer" |
| | | ... to be the 'Bank of Mum and Dad' and provide financial support to their children. But intergenerational wealth transfer needs to be responsible. Boomers must make sure their own needs are met before trying to assist their loved ones," Funder said. ... |
| | | | Despite the largest intergenerational wealth transfer to date looming, more than half of Australians do not have an estate plan in place. New research from Perpetual shows 56% of Australians do not have a will in place, with 53% of parents admitting ... |
| | | | ... HNWIs and UHNWIs. Morgan said this includes developing optimal investment strategies, managing intergenerational wealth transfer efficiently and diversifying into non-traditional investments and asset classes. |
| | | | ... priorities, and even the specifics of its business," he said. This will have a huge impact on the US$24 trillion global wealth transfer tipped to occur in the coming years from baby boomers to millennials. In closing, Fink referenced a recent move by ... |
| | | | ... outcome for pensioners as it prevents their age pension entitlement being reduced, while also facilitating early wealth transfer to beneficiaries. However, these arrangements are usually informal, as the imposition of CGT can act as a deterrent to establishing ... |
| | | | ... Boomer generation, right through until 2040," he said. "I think what we will see from 2025 onwards is the greatest wealth transfer in history, as Baby Boomers start to transfer their wealth to the next generation." |
| | | | ... retain high-net-worth client assets through generations must engage better with their clients' heirs long before a wealth transfer happens, according to GlobalData. The GlobalData 2018 wealth manager survey asked wealth managers how they could minimise ... |
| | | | ... clients who are in pre-retiree on retirement phase and will need assistance with aged care and intergenerational wealth transfer at some point, he said. For advisers who haven't given this much thought, this presents an opportunity to provide advice ... |
| | | | ... it the largest ever intergenerational transfer of wealth of its kind. According to the mutual, the size of this wealth transfer should serve as a reminder to check their estate distribution plan. Citing a joint research report from the University of ... |
| | | | ... demanding their inheritance sooner rather than later. "We are on the threshold of the largest intergenerational wealth transfer in history with some estimating it could be as high as $3 trillion that will change hands over the coming decades as mature ... |
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