News
Over 40% Of U. S. Financial Advisors See Wealth Transfer As An Existential Threat To Business
2+ hour, 46+ min ago (148+ words) With Baby Boomers having shaped advisor relationships for decades, the coming generational wealth transfer will require advisors to adapt to spouses and heirs with different risk profiles and preferences. The interests of younger investors surveyed lean towards specific asset classes…...
The Proactive Advisor: How I'm Communicating with Clients Before They Get Nervous
12+ hour, 53+ min ago (257+ words) Kobus Louw/ Getty Images Market uncertainty doesn't create fear; the lack of preparation does. As a wealth advisor serving first-generation executives, professionals, and business owners, my role is to communicate before anxiety sets in. Proactive conversations create clarity, and clarity…...
Estate Planning Program to take place in Terry on April 23
12+ hour, 26+ min ago (229+ words) Terry Tribune An educational estate planning program on April 23 from 10: 30 a. m. to 12: 30 p. m. at the Evelyn Cameron Heritage center in Terry will help you discover how your everyday decisions shape the future of your legacy. Did you know that the way your…...
Pareto Financial Planning launches work experience programme to support future talent
17+ hour, 23+ min ago (285+ words) Business Up North Pareto Financial Planning, the award-winning financial services business based in the heart of Manchester, is pleased to announce the launch of its new Work Experience Programme, designed to provide aspiring financial professionals with hands-on insight into the…...
Mc Glynn joins Aussie property giant amid real estate "inflection point
3+ hour, 42+ min ago (386+ words) Benn Dorrington, Industry Editor and Analyst First published 15 Apr 2026, 2: 34pm He is the president of the Real Estate Institute of New South Wales (REINSW), and'recently spent six years'as chief executive and partner of the'Bresic'Whitney group.' Mr'Mc Glynn has experience in'sales, property…...
Agent permanently banned for failures enabling $715, 000 trust breach (David Mc Manus / Asset Growth Pty Ltd " Elite Property Group)
8+ hour, 26+ min ago (272+ words) A Perth real estate agent has been permanently disqualified and had his licence cancelled after the State Administrative Tribunal (SAT) found he failed to prevent the misappropriation of more than $715, 000 from his agency's trust accounts by an employee and company…...
Rich Folks Want to Know What They're Paying Advisors For
1+ day, 4+ hour ago (358+ words) Retention often comes down to what services advisors provide and the kind of help clients actually feel like they're getting. Think less "fish in a barrel" and more "plenty of fish in the sea." Wealthy investors, long considered the most…...
Over 40% of U. S. Financial Advisors See Wealth Transfer as an Existential Threat to Business, Natixis IM Finds
19+ hour, 23+ min ago (191+ words) Bluefield Daily Telegraph Will today's strategies work tomorrow? Who will leave their parents'/benefactor's advisor? How men and women differ in their views on risk BOSTON--(BUSINESS WIRE)--Apr 14, 2026-- As the oldest of 1. 1 billion Baby Boomers globally reach their 80 th…...
How Robbie Lofaro built a scalable Real Estate Business Model - Place Estate Agents
1+ day, 4+ hour ago (590+ words) Today, Robbie Lofaro leads one of Australia's fastest-growing real estate businesses, overseeing a multi-office operation built not on individual sales, but onsystems, structure and scale. At 15, Robbie Lofaro left school and entered the workforce. Raised in a middle-class Brisbane family,…...
Can a family trust protect our daughter in a divorce?
9+ hour, 23+ min ago (112+ words) AFR How assets held by a family trust are dealt with in a family law property settlement depends on a number of factors. Q: We've spent years setting up our business and family assets for the benefit of our children, and…...