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Showing 101 - 110 of 348 results for "Baby Boomer"

Young Aussies set lofty retirement goals

KARREN VERGARA  |  WEDNESDAY, 24 OCT 2018
Australian millennials are aiming to retire comfortably at 50 with $5 million in their nest egg, a new survey shows. Trading platform Stake surveyed 506 Australians and those aged between 18 and 34 said investing in US stocks will help make their goals ...

You got me at like: Advisers tap social to retain clients

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
Social-savvy financial advisers share their winning strategies at the AFA conference. Sam Robinson from Pursue Wealth, Nicole Heales from Nicole Heales Financial and Glen James from Fortify Financial have one thing in common: they are all certified ...

Advice is the business to be in: Salt

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
... Australians spend their time upon retiring - putting financial advisers in the hot seat to manage not only the wealth of the Baby Boomer generation, but the transfer of that wealth. "The sort of business to be in on the Australian continent would be ...

Half of Australians don't have a will

KANIKA SOOD  |  THURSDAY, 4 OCT 2018
About 10 million Australians haven't put together a will and run the risk of having their assets divided by the state, new research has found. Comparison website Finder found that of the 52% (9.9 million) who don't have a will yet, 4% say they don't ...

Retirement living advice is an opportunity: Challenger Financial Standard Technical Services Forum

KARREN VERGARA  |  FRIDAY, 21 SEP 2018
... Scott Morrison said a Royal Commission was necessary, given the increased demand the sector will experience as the baby boomer generation reaches an age where it will need the system's support. Also speaking at the event, MLC senior technical consultant ...

Government establishes aged care Royal Commission

HARRISON WORLEY  |  MONDAY, 17 SEP 2018
... announced a Royal Commission into aged care was necessary, given the increased demand the sector will experience as the baby boomer generation reaches an age where it will need the system's support. The inquiry is set to examine the quality of care provided ...

Aussies want advice, as long as it's cheap: Research

HARRISON WORLEY  |  TUESDAY, 11 SEP 2018
Australians trust financial advisers but will not pay more than $400 for face-to-face consultation, latest research reveals. Latest research from ING - conducted in conjunction with Rice Warner - shows financial advisers are the most trusted source ...

Millennials looking for impact: Research

HARRISON WORLEY  |  THURSDAY, 23 AUG 2018
Latest research from a global asset manager with operations in Australia shows impact investing is growing in popularity, with millennials leading the charge. According to American Century Investments, the appeal of impact investing reached 49% among ...

New fund to invest in "clean disruption" tech

KANIKA SOOD  |  TUESDAY, 14 AUG 2018
An investment platform led by former Macquarie bankers has launched a new thematic fund that will invest in listed companies that produce and utilise clean disruption technology. AtlasTrends was founded in 2015. Since then, two of its three funds have ...

Wealthier Aussies seeking advice

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JUL 2018
Latest research shows about two million Australians sought financial advice in the 12 months to May, accounting for more than 27% of the total wealth management market. In its latest report, Roy Morgan has found that 1.96 million Australians have seen ...