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Showing 111 - 120 of 423 results for "Generations"

Family offices increasingly involved in succession planning

CHLOE WALKER  |  THURSDAY, 13 JUL 2023
... conversations about family wealth." Collins added that with a greater level of awareness among second, third and even fourth generations, third party providers need to "adapt their modes of working with clients to encompass a great demographic range ...

Technology top threat to company culture: Report

CASSANDRA BALDINI  |  MONDAY, 3 JUL 2023
... workforce by 2025, highlighted A&O Consulting. "This means that employers face the prospect of having to manage four generations working side-by-side," it said. No doubt balancing the needs and wants of four generations will create cultural clashes putting ...

The boomer boom is over: AUSIEX

CHLOE WALKER  |  TUESDAY, 27 JUN 2023
... from its largest accounts. Those in the 60-64 age group have an average balance of $323,000 compared to the younger generations, where those in the 30-34 age group have an average balance of $45,000. What's more, the report stated that Millennial/Gen ...

Pascoe Partners, OpenInvest launch online investing solution

CASSANDRA BALDINI  |  WEDNESDAY, 14 JUN 2023
... wealth management expertise, Pascoe Partners said. Hernadi added, with $3.5 trillion of wealth passing through the generations over the next two decades, progressive wealth management and advice firms are acting now to reach and help the children of ...

Australians prioritise financial independence: Research

CASSANDRA BALDINI  |  TUESDAY, 23 MAY 2023
... of Gen Z and 77% of Millennials focused on this area compared to 59% of Gen X and 38% of Baby Boomers. The younger generations also agreed a lack of financial literacy would remain a barrier to pursuing their financial aspirations, however financial ...

Young, millionaire investors challenge stereotypes: Data

CASSANDRA BALDINI  |  THURSDAY, 18 MAY 2023
... March 31, younger investors were the highest adopters of a buy-and-hold strategy compared to Gen X and Baby Boomer generations, Openmarkets found. "In Q1 2023, millennials and Gen Z executed the lowest number of trades, with 64% of these being buys. ...

Former super fund investment chief lands new gig

CHLOE WALKER  |  WEDNESDAY, 17 MAY 2023
... to deepen and strengthen our relationships with our referral partners, investors and their families, over multiple generations," Foresters Financial chief executive Emma Sakellaris said. "As a firm we are heading into a period of substantial growth ...

Next generation stands by family adviser: Survey

KARREN VERGARA  |  MONDAY, 8 MAY 2023
... lifestyle and achieving financial stability and independence. However, nearly six of 10 want to pass wealth to future generations and fund the education of children or grandchildren. About half want to give to charity or fund a financial legacy. Some ...

Work, retirement redefined: Vanguard study

CHLOE WALKER  |  MONDAY, 8 MAY 2023
... sought professional advice, 75% report not being confident in being able to fund their retirement. Meanwhile, unlike generations before them, working-age Australians are more likely to want to disrupt the traditional pathway to retirement by taking some ...

NZ Super Fund chief executive resigns

CHLOE WALKER  |  WEDNESDAY, 3 MAY 2023
... the long-term goal of the NZ Super Fund, to smooth the cost of superannuation between today's taxpayers and future generations, has always been front of mind," she said. "His legacy will be his commitment to high performance, his commitment to our people ...