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Showing 141 - 150 of 196 results for "Millennials"

Younger generations gaining super ground

JAMIE WILLIAMSON  |  TUESDAY, 7 NOV 2017
Millennials' share of Australia's superannuation pool has more than doubled over the last decade, according to Roy Morgan. The latest findings from the researcher's Single Source Survey (Australia) shows gains in superannuation market share were made ...

Millennials shaping family office strategy

EMMA RAPAPORT  |  MONDAY, 16 OCT 2017
Socially mindful and environmentally conscious millennials are driving a shift in how the ultra-wealthy manage their money as family offices set to ramp up allocation towards impact investing, according to the latest research. The Global Family Office ...

Millennial SMSFs making impact

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2017
... potentially lucrative business proposition for financial advisers. The latest CommSec SMSF Trading Trends Report shows millennials now represent the fastest growing segment within all active investors, with 50% of all new investors in the last 12 months ...

Young Aussies driving sharemarket

JAMIE WILLIAMSON  |  FRIDAY, 1 SEP 2017
... younger investors are getting targeted service from financial institutions which understand that a growing number of millennials want to build wealth outside of property and super." The top ten domestic holdings for Gen Z and Gen Y investors largely ...

Acorns hits $100m milestone

KARREN VERGARA  |  WEDNESDAY, 30 AUG 2017
... before the $1.25 monthly subscription fee) on investments. Growth in FUM and downloads have been largely driven by millennials. Acorns Grow Australia managing director George Lucas said he is proud to celebrate this $100 million FUM milestone. "This ...

Financial lifestyle coaching: The future of advice

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2017
... whitepaper from Zurich that compiles the 'think tank' discussion, the recommendation is reflective of a growing trend among millennials putting home ownership on the backburner and baby-boomers looking for greater flexibility and recreation in retirement. ...

Retail managed accounts option gains traction

KARREN VERGARA  |  WEDNESDAY, 16 AUG 2017
... strategies covering margin foreign exchange and gold. Shellshear said Aleda is suitable to investors ranging from millennials to 65-year-olds as well as SMSFs, but is not recommended for retirees as it doesn't offer income-based strategies. Jason Holdsworth ...

Millennial disengagement dire for economy: FSC

KARREN VERGARA  |  THURSDAY, 27 JUL 2017
Superannuation funds must do better at addressing millennials' chronic disengagement with their super, which in the long-term is dire for the economy, according to the Financial Services Council. Only 23% of young adults trust the superannuation industry ...

Morningstar partners to drive adviser ESG education

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
... up the development and delivery of ESG-driven investment solutions as investor demand - particularly from women and millennials - for responsible investment strategies continues to grow," Pfeiffer said. Morningstar head of sustainability research Jon ...

Responsible investment continues to gain acceptance among investors

EMMA RAPAPORT  |  MONDAY, 10 JUL 2017
A growing acceptance of responsible investment by millennials, women, affluent investors and institutional investors is moving the approach from being considered niche and product-specific to one which has broader appeal among global institutional and ...