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Showing 121 - 130 of 429 results for "Generations"

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 ...

Ord Minnett welcomes head of private wealth

CHLOE WALKER  |  FRIDAY, 28 APR 2023
... forward to leading such an experienced team and am proud to be part of Ord Minnett's heritage of building wealth for generations of investors."

UniSuper awards private debt mandate to Revolution AM

ANDREW MCKEAN  |  TUESDAY, 18 APR 2023
... Management to have been appointed by a super fund that has a long and proud history of managing the retirement savings for generations of Australians. Private debt has been an important component of institutional and wealth portfolios, and in the current ...

Maple-Brown Abbott relaunches sustainable fund

CASSANDRA BALDINI  |  WEDNESDAY, 5 APR 2023
... support those themes, recognising that to be truly sustainable we need to consider the needs of both present and future generations," she said. She said this is particularly evident when investing in a low-carbon future. "For example, where the needs ...

Australians want super safeguard: ISA

CASSANDRA BALDINI  |  MONDAY, 3 APR 2023
... $2.50 extra added to future pension costs. "Having super's purpose in our law will safeguard members money for generations to come and stop governments repeating disasters like the early release of super scheme - which is proving to be a type of ...