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The downsides of the $4.9tn intergenerational wealth 'tsunami'

The downsides of the $4.9tn intergenerational wealth 'tsunami'
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Maria Lykouras , Foresters Financial , Great Wealth Transfer , Baby Boomers , Wealth Data , Advisers Register ,

HNW female investors defying 'risk averse' stereotypes

While previous data often portrays female investors as more risk-averse and unconfident compared to male counterparts, JBWere research shows high-net-worth women have similar risk profiles to men. ....

Maria Lykouras ,

Growing number of HNW women an opportunity for advisers

Daily online news, analysis, feature articles, reports and business strategy geared to helping Australia s financial planners and advisers drive business growth ....

Maria Lykouras , Coredata Group ,

HNW firms laud retail advice reforms

Two major high-net-worth financial advice firms laud the Quality of Advice Review s promises of drastically reduced scrutiny and red tape but have stopped short of saying that they will re-enter the retail client space. ....

Maria Lykouras , Zealand Alison Telfer , Advice Review , Best Interest Duty , Safe Harbour Steps , Best Interest , New Zealand Alison Telfer , Services Guide ,