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Showing 1 - 10 of 327 results for "Baby Boomer"

New platform launches for high-net-worth families

ELIZA BAVIN  |  FRIDAY, 24 MAY 2024
A new platform has launched in Australia today for high-net-worth families, to assist them in organising intergenerational wealth transfers. HeirWealth is a family wealth platform that aims to address challenges that individuals, families and professional ...

Super funds to solve the housing crisis?

ANDREW MCKEAN  |  TUESDAY, 21 MAY 2024
Association of Superannuation Funds of Australia (ASFA) chief executive Mary Delahunty said at the Australian Shareholders' Association Conference yesterday that addressing the supply side of the housing crisis requires an infusion of private capital. ...

Wealth firms 'still have PTSD from the Royal Commission': Deloitte

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
To better understand global investor expectations and practices, Deloitte, in partnership with a global marketing agency, developed a report from a survey of 2000 investors and 250 wealth management providers. The report provided several calls to action ...

BlackRock's Fink signals a tough road ahead for future retirees

ANDREW MCKEAN  |  WEDNESDAY, 27 MAR 2024
In his annual letter to investors, BlackRock chair and chief executive Larry Fink said providing people a secure, well-earned retirement is much more challenging now that it was 30 years ago, and it will be "much harder" in the future. As such, Fink ...

Bitcoin investing is on the rise, but more regulation is needed

ELIZA BAVIN  |  WEDNESDAY, 27 MAR 2024
In April the Bitcoin halving event will occur. This is when the amount of Bitcoin someone can mine from a Bitcoin block is halved, making the cryptocurrency more valuable. In anticipation of this event Australian investors have been stocking up on Bitcoin. ...

Australia's wealthiest women not getting the advice they need

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... "Women are accumulating their own assets and investments, while also benefiting from intergenerational wealth and Baby Boomer business transfers," the research said. "Together with higher divorce rates, especially among older generations, HNW women are ...

Advised investors spurring SMSF rebound

ELIZA BAVIN  |  MONDAY, 18 MAR 2024
... investors opening new SMSF accounts. Their share of new accounts rose by more than 14% year on year while the share of new baby boomer accounts rose by a more modest 2.1%. "Some investors appear to be reevaluating the effort associated with self-administering ...

Baby boomers turn to local private debt: Research

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
According to new research by Foresight Analytics, Australian private debt has been an increasing mainstay for investors approaching retirement age. Foresight Analytics latest paper, titled Australian Debt Megatrends, stated that local private debt is ...

Aussies say they're paying too much tax

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2024
A survey has found 64% of Australians think they pay too much tax, with millennials the most likely to complain. Research by Finder found almost 13 million Australians believe they pay too much tax each financial year. According to the study, 80% of ...

Five megatrends shaping financial services: McCrindle

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
Demographic change, virtuous consumerism, the grandparent economy, AI acceleration, and social reconnection are the five megatrends shaping the future of SMSF and financial services businesses, according to McCrindle Research principal Mark McCrindle. ...
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