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Showing 1 - 2 of 2 results for "intergenerational wealth transfer"

Responsible investment key to wealth transfer conversation

RACHEL ALEMBAKIS  |  THURSDAY, 30 NOV 2023  |  NEWS
Advisers who incorporate responsible investment into conversations about intergenerational wealth transfer see higher client satisfaction than those who don't, according to new research from Australian Ethical. Australian Ethical released Opportunity ...

State Street Global Advisors to list new ESG ETF on ASX

RACHEL ALEMBAKIS  |  MONDAY, 27 JUL 2020  |  NEWS
... recent times. There is an absolute shift in wealth, with baby boomers preparing to pass on an intergenerational wealth transfer, with the recipients looking to align that transfer of wealth to their values." Management costs for the ETF are 0.13% per ...
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