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Showing 181 - 190 of 196 results for "Millennials"

Advisers must adapt to millennial habits

KERRIE SYDEE | THURSDAY, 9 JUN 2016

... demographic group and number one source of global income advisers must adapt their practices to meet the growing demands of millennials, according to Rocky Scopelliti, global industry executive - banking, finance and insurance at Telstra Global Industries. ...

Lack of ownership costing Australians in retirement

KERRIE SYDEE | TUESDAY, 7 JUN 2016

HNW investors value role of advisers

KERRIE SYDEE | MONDAY, 30 MAY 2016

... 4,103 high net worth investors aged from 40 to 75 ("investors") and 1,267 high net worth investors aged 18 to 39 ("millennials") about their investment goals across 19 global markets. The survey found that the number of Australian investors seeking financial ...

Millennials want homes not retirements

DARREN SNYDER | THURSDAY, 26 MAY 2016

The view that Australian millennials would sooner save for a property than retirement has been confirmed in recent industry superannuation fund research. REST Industry Super found that from a survey of more than 1000 millennials, 87% believe the Australian ...

Robo advice set to fail: Morningstar

KERRIE SYDEE | FRIDAY, 20 MAY 2016

... interest at the heart of their service propositions, rather than their own. "This is not just about getting at the millennials, which is a mistake almost all robo advisers make. It's about servicing your client in a way that they want to be serviced. ...

Impact investing on insto agenda

DARREN SNYDER | MONDAY, 9 MAY 2016

... Young said institutional investors will grow their impact investments of the back of rising millennial interest. "The millennials have grown in an era of unprecedented change. They've grown up in the shadow of 9/11, they've grown up watching conflict ...

Gen X and Y not looking to robo advice

KERRIE SYDEE | THURSDAY, 21 APR 2016

... take these younger Australians on a journey, demonstrating the real value that advice can add." The report found that millennials are more likely to pursue an ongoing relationship with an adviser while Gen X prefers to speak with an adviser on an ad-hoc ...

Cash top of mind for investors

KERRIE SYDEE | WEDNESDAY, 13 APR 2016

... safe-houses and should be fully diversified across their portfolios." For the first time the survey also included millennials (those aged 18-39), with Australian millennials showing a stronger affinity to property than their older counterparts, listing ...

Even the wealthy are turning to robo-advice

MARK SMITH | FRIDAY, 12 FEB 2016

Millennials and small investors are not the only ones taking up robo-advice; wealthy clients are also turning to the new technology in their droves. That's according to the managing director of Accenture Wealth Management in the US, Kendra Thompson. ...

Millennials champion impact investing

LAURA MILLAN | THURSDAY, 22 OCT 2015

... investing remains on the fringes of the asset management world but this looks set to change as an increasing number of millennials start investing," the report said. Standard Life Investments head of responsible investment Amanda Young said that "for ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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