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Showing 151 - 160 of 348 results for "Baby Boomer"

Key demographic trends open new doors for advice

JAMIE WILLIAMSON  |  FRIDAY, 25 NOV 2016
The world is experiencing rapid change, creating a market driven even more by fear, so planners must work harder to understand their client's motivations and attitudes. This is the key takeout from Andrew Inwood's presentation at the 2016 FPA Congress ...

Succession planning placed on the backburner

KERRIE SYDEE  |  TUESDAY, 25 OCT 2016
... (optimistically) it is either a buyer or sellers' market at present. But the undeniable reality is that there is a Baby Boomer bubble of owners trying to sell their small businesses to the next generation but there are not enough Gen Y buyers interested." ...

Rethinking risk through goals-based investing

ALEX BURKE  |  TUESDAY, 13 SEP 2016
With the retirement income debate reaching an industry fever pitch, Alex Burke investigates a new approach to portfolio construction that aims to manage both sequence and longevity risk simultaneously. If you ask industry consultant John Wiseman, the ...

Advisers need to control the finance food chain

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2016
The food chain of financial advice has long been the wrong way around and needs to change, says Implemented Portfolios' co-founder and chief executive of strategic development Santi Burridge. Speaking at the recent Financial Standard Managed Accounts ...

Majority of Australians without financial plan

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
Baby boomers are more optimistic than their younger counterparts, with 51% of generation X fearing they won't have enough money to retire compared to 40% of baby boomers, according to new research from the Financial Planning Association of Australia ...

New wave of retirees to challenge advisers

KERRIE SYDEE  |  THURSDAY, 16 JUN 2016
The new wave of baby boomer retirees is set to dramatically change the direction of financial advice, argues industry consultant John Wiseman. According to Wiseman, advisers will be faced with a number of challenges as they search for solutions that ...

Super needs to pick up its retirement game

DARREN SNYDER  |  MONDAY, 30 MAY 2016
Australia's superannuation industry has scope to become the world's best system once it tackles how to invest in retirement by avoiding sequencing risk. This was one of the key views presented by BT general manager superannuation Melinda Howes at a ...

Aussies unsure about super contributions

DARREN SNYDER  |  WEDNESDAY, 25 MAY 2016
... this uncertainty, having enough money to fund retirement was considered the top financial dream for Generation X and Baby Boomer participants in the survey. For Gen Y the top financial dream was having money to buy their first home. When asked where ...

Investors looking to alternatives amid low cash rate

KERRIE SYDEE  |  THURSDAY, 19 MAY 2016
Investors should be looking to alternative asset classes if they wish to escape the volatility of cash and domestic equities, according to specialist fixed income asset manager Global Credit Investments (GCI). Poor yields, low cash rates and volatile ...

CFS launches Millennial-targeted super option

ALEX BURKE  |  THURSDAY, 19 MAY 2016
Colonial First State has introduced a new superannuation investment option targeted at members born from 2000 to 2004. The FirstChoice Lifestage 2000-2004 option has a 90% allocation towards growth assets, which can be tailored as a member advances ...