Australian Ethical Intergenerational Wealth series: Dylan Pargiter-Green
Meet Dylan Pargiter-Green, an adviser who is passionate about the role of responsible investing in aligning with the goals and values of clients.
Intergen Wealth Transfer
Monday 23rd June 2025
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Recalibrating the 's&it' filter for the digital age
It is an all-too-common occurrence these days that a financial adviser meets a prospective client following a significant inheritance, divorce or in the...
Wealth transfer on hold: Boomers reluctant to down-size, content to wait
The data is a reminder that while this enormous shift of wealth is imminent, it won't happen before its time. According to AMP, more education about the...
Opportunity next: Capturing the great generational wealth transfer
Given the opportunity set in front of advisers during the next transfer of generational wealth, now may be the time to reassess the role of responsible...
Shhh... don't mention the wealth: Family offices fret about online boasting
A desire to flaunt ubiquitous wealth on social media is putting moneyed families at risk, according to family office representatives, with extortion and...
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