Video snapshot: Dealer Group Summit

Professional Planner Online asked presenters, panelists and delegates to reflect on another successful Professional Planner Dealer Group Summit and the issues discussed.

Financial Planning Association general manager of policy & government relations Dante De Gori

 

 

Premium Wealth Management general manager Paul Harding Davis

 

 

Perennial Investment Partners head of retail funds management Brian Thomas

 

 

Baker & McKenzie partner Astrid Raetze

 

 

Godfrey Pembroke general manager Tom Reddacliff

 

 

AIA Australia head of product and marketing Tim Tez

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The ‘kids’ inheriting older clients’ wealth might soon be retirees themselves

The ‘kids’ inheriting older clients’ wealth might soon be retirees themselves

The conventional wisdom that the kids of advisers’ oldest clients stand to inherit their wealth might be overlooking the fact that by the time it happens these “kids” are likely to be near or in retirement themselves. The 2026 Generational Report suggests that advisers and businesses looking for a client refresh could be better off focusing on the grandchildren.

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