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Showing 181 - 190 of 788 results for "Younger"

In need of repair: Gender stereotypes and advice

KARREN VERGARA  |  TUESDAY, 7 MAR 2023
... willing to take risks, she says, adding that this can be partially attributed to a gap in financial literacy. But among younger women, Baulch sees the gap closing as they have more confidence in managing finances than older women. "However, we still ...

Link Group secures mandate renewal

JAMIE WILLIAMSON  |  WEDNESDAY, 22 FEB 2023
... executive Vicki Doyle said the planned innovation is part of a broader strategy to enhance engagement with the fund's younger membership, many of whom don't understand or feel connected to their super. "We fundamentally believe that the simpler ...

Women the future of advice: Netwealth

CASSANDRA BALDINI  |  MONDAY, 13 FEB 2023
... women or risk missing out on a key growth market. Netwealth's white paper titled Women as the new face of wealth found younger affluent females are engaged with investing, are financially literate and want advice. The research highlighted 42% of Gen ...

Rest welcomes super heavyweights

ELIZABETH FRY  |  FRIDAY, 10 FEB 2023
... whole-of-fund capability. "The majority of Rest members are decades from retirement, including more than one million members aged younger than 35," he said. "Our investment strategy and diversified portfolio are increasingly reflecting this uniquely ...

Associations call for improved access to financial advice

ANDREW MCKEAN  |  FRIDAY, 3 FEB 2023
... El-Ansary, Institute of Public Accounts chief executive Andrew Conway, Licensee Leadership Forum chief executive Neil Younger, SMSF Association chief executive John Maroney, Stockbrokers and Investment Advisers Association chief executive Judith Fox ...

ISA renews calls for super to be paid with wages

CHLOE WALKER  |  MONDAY, 30 JAN 2023
... 2019-20, one million women missed out on $1.3 billion, with a total of $10.8 billion lost over seven years - women who are younger and on lower incomes are more likely to be impacted. To further lift retirement outcomes for women, the government should ...

Managed accounts growth to continue: State Street

CASSANDRA BALDINI  |  THURSDAY, 19 JAN 2023
... down," she said. "I think that's because advisers are favouring managed accounts for those lower balance clients. "Younger investors will use managed accounts for ESG purposes, they are asking their adviser how they can ensure greener exposures in ...

JPMorgan says fintech was a fraud, closes business

JAMIE WILLIAMSON  |  MONDAY, 16 JAN 2023
... college students in applying for and managing financial aid packages, as it looked to increase its interactions with a younger consumer base. Under the deal, which set JPMorgan back US$175 million, Frank founder Charlie Javice was brought on as head ...

More alpha gains through ops

ELIZABETH FRY  |  TUESDAY, 13 DEC 2022
... 15 years,' she notes. "Understanding how investments works is a good solid grounding for operational specialists. Younger generations can do well in this career because they can come in, learn on the ground and then find their specialty later. "Sometimes ...

The game changing trends planners should know about

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
... face-to-face sit-down for their annual review," he said "The next level is when we start to see your clients, particularly the younger generation clients, say: "Rather than jumping on a Zoom call, can we put on a headset and meet in a virtual space for ...