05/30/2016

HNW investors value role of advisers

The Legg Mason 2016 Global Investment Survey revealed that a growing number of Australians are seeking financial advice and place a considerable amount of trust in that advice. Legg Mason surveyed 4,103 high net worth investors aged from 40 to 75 ("

05/20/2016

The Rise Of Bionic Wealth

And herein lies the looming crisis for the industry: according to a 2015 report by PwC, asset attrition rates exceed 50% in intergenerational transfers of wealth.