It is no secret Australia is in the midst of a strategic shift in wealth distribution, with the $3.5 trillion intergenerational wealth transfer presenting both significant opportunities and pressing needs for financial advisers. To help facilitate the transfer, retain assets, and capture more of the immense opportunity, advisers need to remain relevant and effective and have a clear strategy to deal with the wealth transfer.

Navigating the Path to Growth 20/01/2025 - Feature Articles

Demographic shifts, technological advancements, and changing client expectations are rapidly reshaping the wealth management sector. For advisers serving high-net-worth (HNW) clients, adapting to these shifts isn’t just important, it’s essential for staying competitive. In our latest research, ‘The Future of Private Wealth’, we delved into what HNW-focused advisers were prioritising for their business and what they deemed would have the biggest impact on their business success over the next five years.

Advisers cite technology as critical for growth 04/12/2024 - Feature Articles

The wealth management industry is undergoing a significant transformation, with technology emerging as the cornerstone of growth and success. Firms with a focus on high-net-worth clients are shaping the future of wealth management, as the sophisticated strategies and exclusive investment opportunities they champion increasingly set the standard for the broader advice market. High-net-worth (HNW) clients increasingly demand seamless digital experiences, real-time insights, and personalised advice tailored to their complex financial needs.