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Showing 1 - 10 of 467 results for "Baby"

New platform launches for high-net-worth families

ELIZA BAVIN  |  FRIDAY, 24 MAY 2024
... and women," Tubman said. "Over the next 20 years we will see an unprecedented amount of wealth being transferred from the baby boomers to the millennials. "We are about to witness the feminisation of wealth and the transfer of wealth to a new generation ...

Super funds to solve the housing crisis?

ANDREW MCKEAN  |  TUESDAY, 21 MAY 2024
... that the key determinant of success in retirement is not a superannuation balance, but homeownership status. He noted that baby boomers principally used their houses as a savings vehicle since they didn't have superannuation, and that generation ...

Wealth firms 'still have PTSD from the Royal Commission': Deloitte

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
... noted a significant shift among younger Australian considering switching providers. While 69% of recent adviser switchers are baby boomers, reflecting industry consolidation and declining adviser numbers, many younger investors are looking for lower ...

OneSuper to take on more super products

JAMIE WILLIAMSON  |  MONDAY, 22 APR 2024
... will also be higher than the current Growth fees, however the savings are still greater, Diversa said. Cruelty Free's Baby Bump refund program is also being discontinued from June 1.

BlackRock's Fink signals a tough road ahead for future retirees

ANDREW MCKEAN  |  WEDNESDAY, 27 MAR 2024
... "It's no wonder younger generations, Millennials and Gen Z, are so economically anxious. They believe my generation - the Baby Boomers - have focused on their own financial well-being to the detriment of who comes next. And in the case of retirement ...

Bitcoin investing is on the rise, but more regulation is needed

ELIZA BAVIN  |  WEDNESDAY, 27 MAR 2024
... traders, self-managed super funds (SMSF) and companies investing. Caleb & Brown said 80% of its customers belong to Gen-X or Baby Boomers, while 70% of the Bitcoin market is made up of Gen Z and Millennials. Caleb & Brown chief executive Jackson Zeng ...

Australia's wealthiest women not getting the advice they need

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... industries. "Women are accumulating their own assets and investments, while also benefiting from intergenerational wealth and Baby Boomer business transfers," the research said. "Together with higher divorce rates, especially among older generations ...

Advised investors spurring SMSF rebound

ELIZA BAVIN  |  MONDAY, 18 MAR 2024
... investors opening new SMSF accounts. Their share of new accounts rose by more than 14% year on year while the share of new baby boomer accounts rose by a more modest 2.1%. "Some investors appear to be reevaluating the effort associated with self-administering ...

Baby boomers turn to local private debt: Research

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
According to new research by Foresight Analytics, Australian private debt has been an increasing mainstay for investors approaching retirement age. Foresight Analytics latest paper, titled Australian Debt Megatrends, stated that local private debt is ...

Aussies say they're paying too much tax

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2024
... financial year. According to the study, 80% of millennials feel this way, while 72% of Gen X and 63% of Gen Z do. Only 39% of Baby Boomers feel this way. Finder said many see the stage 3 tax cuts as a welcome reprieve, with those earning between $45,000 ...
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