Search Results | Showing 161 - 170 of 294 results for "Baby Boomers" |
| | | ... and development Keiran McIlwain saying: "This is good news for many people, particularly Australia's 5.5 million Baby Boomers trying to invest as much as they can into super to take advantage of tax free benefits after the age of 60. "The removal of ... |
| | | | ... Kristen Turnbull said. "The opportunity spans generations, with advice seekers most likely to be Generation X, however Baby Boomers and Generation Y also expressing an interest. They are more likely to come from the lower wealth segments of mass affluent ... |
| | | | ... according to the chief executive of Pershing Advisor Solutions, Mark Tibergien. "The industry is fundamentally built on baby boomers but there is a demographic shift which is forcing a change that I think is going to creep up on advisers," he said. Globally ... |
| | | | ... made 19% take on life insurance, a figure that rose to 26% among GenY, compared to just 14% for GenX and 17% for baby boomers. At the same time, only 12% did it motivated by a real life story of death, illness or accident. "These results reveal that ... |
| | | | ... safeguards are in place to protect consumers as well as the Federal budget," the submission said. It said the wave of baby boomers reaching retirement was making the issue all the more urgent. The Actuaries Institute also recommended the government increase ... |
| | | | ... said. Advisers can segment their client base by date of birth. The simulator then separates clients in three groups: Baby Boomers, Gen X and Gen Y. "It allows advisers to visualise what would resonate better in their practice," Fox said. |
| | | | ... decades. But Westpac focused on the needs of members at the other end of the life cycle. "Over the next 10 years or so, baby boomers will move into retirement phase and there should be greater demand for annuity style returns in superannuation. The infrastructure ... |
| | | | ... current clients and are failing to see that, contrary to general perceptions, advice seekers are likely to be female, baby boomers and from less wealthy segments. About a third of advised Australians are in danger of leaving their current adviser, CoreData ... |
| | | | Advisers' next great challenge will be managing the volume and the expectations of baby boomers coming into retirement, KPMG partner and demographer Bernard Salt said. Speaking at the Financial Planning Association (FPA) Conference, Salt said that the ... |
| | | | ... face, the difference lies in what kind of meeting each prefer. Gen Y prefer informal catch up meetings over coffee, baby boomers like formal meetings at the adviser's office. Beddoes Institute's Rebecca Sheils said the results suggest that a 'more is ... |
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