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Showing 21 - 30 of 226 results for "Millennial"

Super fund members eye change

ANDREW MCKEAN  |  FRIDAY, 12 MAY 2023
The superannuation industry is witnessing a 13-year peak in members' intention to switch funds, according to the latest Super member engagement report by Investment Trends. The report revealed that this surge in switching intention aligns with a substantial ...

Digitisation, personalisation key for advice firms: BlackRock

CHLOE WALKER  |  WEDNESDAY, 3 MAY 2023
In an exclusive interview with Financial Standard, BlackRock US wealth advisory group director Jim Renitsky said digitisation and personalisation at scale have become key differentiation points for adviser businesses. Reflecting on trends seen in the ...

Retail super fund pulls the plug

ANDREW MCKEAN  |  WEDNESDAY, 29 MAR 2023
Following a series of successor fund transfers, the Aracon Superannuation Fund is set to be wound up. Spread across four divisions - ARA Retirement Fund, Xplore Super and Pension, Oracle Superannuation Plan, and Elevate Super - Aracon Super holds $590 ...

The unique experience of a single woman

CASSANDRA BALDINI  |  TUESDAY, 21 MAR 2023
... purchases alone, like a house and then you're solely responsible for paying off the loan," she says. "I have a lot of millennial women as clients, so I see the pressure they face. In particular, there are often struggles with cash flow. That seems ...

Super disruptors throw in the towel

KARREN VERGARA  |  THURSDAY, 9 FEB 2023
The number of Millennial-targeted super funds continue to fall by the wayside, halving to just 14 nearly a decade after attempting to disrupt the superannuation sector. Touted as pioneers in the super industry, the likes of Future Super and Virgin Super ...

Aussies not bothered by volatile markets: State Street

CHLOE WALKER  |  TUESDAY, 31 JAN 2023
In another classic case of "she'll be right, mate", Australian investors are far less concerned about the current market volatility than our global counterparts, according to new research by State Street Global Advisors. The ETF Impact Investment Survey ...

Managed accounts growth to continue: State Street

CASSANDRA BALDINI  |  THURSDAY, 19 JAN 2023
With more than half of Australia's financial advisers now using managed accounts, State Street ETF model portfolio strategist Sinead Schaffer says their popularity is only going to continue to rise. Speaking with Financial Standard, Schaffer said ...

The game changing trends planners should know about

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
... planners but for the world at large, is the acceleration of artificial intelligence, the reworking of work, and the post-millennial era. "In many ways, the trend around artificial intelligence and machine learning is nothing new, it's been accelerating ...

Tomorrow's clients are going to be different: BlackRock

CHLOE WALKER  |  FRIDAY, 18 NOV 2022
Addressing the crowd at BlackRock's flagship iShares ETF event in Sydney yesterday, BlackRock director, US wealth advisory equity pillar Katie Fischer shared learnings from her adviser clients across the globe on how to add value in ways that drive ...

The great wealth transfer at risk: Research

CHLOE WALKER  |  THURSDAY, 10 NOV 2022
... 1000 Australians aged from 18-80 across both metropolitan and regional areas. It found that 43% of Gen Z and 35% of Millennial respondents are expecting an inheritance from their parents or grandparents, which, according to forecasts from last year's ...