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Showing 11 - 20 of 464 results for "Baby"

Young investors fall prey to bad social media advice

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... more cautious about online financial information, making them less likely to fall victim to misleading advice. Only 6% of Baby Boomers have acted on misleading or factually incorrect financial information seen online or on social media. Younger investors ...

Responsible investment key to wealth transfer conversation

RACHEL ALEMBAKIS  |  MONDAY, 4 DEC 2023
... their adviser or recommend their adviser, which is a great reflection of the relationship that advisers have built with the Baby Boomer generation, and it's an opportunity for advisers to leverage that trusted relationship in that next generation." ...

KeyInvest, Mantis Funds launch investment bond offering

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
... effective wealth management solutions, KeyInvest chief investment officer Dion Silvy said. "The climbing net worth of Australian baby boomers, supported by large super balances and record house prices, is predicted to cause a great intergenerational ...

Aussies largely unsure of legacy plan: Research

CHLOE WALKER  |  FRIDAY, 6 OCT 2023
... to ensure they're looked after once you are gone is an emotional challenge for many Australians." Hackett added that Baby Boomers are holding around $4.9 trillion in assets, so there's "an urgent need" to help them optimise this wealth. "By doing ...

Advised Aussies more financially confident: Research

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
... already have or are likely to come into an inheritance or major financial support," the Value of advice report shows. "With the Baby Boomers reaching old age, the world is on the cusp of an unprecedented wealth transfer between the generations. The next ...

Aussie investors tighten purse strings: Survey

CHLOE WALKER  |  TUESDAY, 19 SEP 2023
... Australians contributed the most of their disposable income towards investing (a 19.9% average amongst Gen Z) compared to their Baby Boomer counterparts (10.9%). In taking a more conservative investing approach, investors have shown increased interest ...

Young Aussies flock to SMSFs

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
... (52.7%) and Millennials aged 27 to 41 (23.7%) collectively drove 76.4% of new fund establishments in the 2023 financial year. Baby Boomers, aged 57 to 71, account for 21.3% of establishments. Citing ATO data, the median age of members for all newly established ...

Aware Super takes 100% of Oak Tree Group

CASSANDRA BALDINI  |  THURSDAY, 17 AUG 2023
... catering for the 55-plus cohort who will represent about 31% of our national population by 2030," Misev said. "Australia's Baby Boomer generation is wealthier than previous generations and combined with the strong demographic tailwinds makes the retirement ...

Pacific Equity Partners finances reverse mortgage lender

ANDREW MCKEAN  |  MONDAY, 14 AUG 2023
... of an ageing population." In a statement, Household Capital noted demographers have indicated that more than five million baby boomers face the prospect of inadequate superannuation balances due to increasing life expectancies. The median household superannuation ...

16% of asset managers to exit by 2027: PwC

ANDREW MCKEAN  |  MONDAY, 10 JUL 2023
... challenges. The urgency to get the customer proposition right will be heightened by an impending mass transfer of wealth from baby boomers to millennials. Concerns over inflation, market volatility, and interest rate movements are highlighted as major ...