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Showing 191 - 200 of 255 results for "Millennial"

Millennial super fund creates advisory board

ALEX BURKE  |  WEDNESDAY, 4 OCT 2017
A technology-focused millennial superannuation fund has appointed APRA and Ellerston luminaries to its newly-created advisory board at the same time as slashing member fees. The advisory board for Spaceship will be led by former APRA executive general ...

Managed accounts demand dominates platform market

KARREN VERGARA  |  SUNDAY, 17 SEP 2017
... disrupting platforms in the same way that ETFs are disrupting investment managers; FoFA is disputing advice businesses and millennial app-based firms are disrupting super funds. For most platform players, the managed accounts functionality is becoming ...

Holistic wealth management solutions remain advice key: NAB

EMMA RAPAPORT  |  TUESDAY, 12 SEP 2017
... identified trends which they say will shape the products and services of the future, focusing specifically on the needs of millennial clients. "Having grown up within a digital-first but also debt-ridden world, millennial customers are re-shaping the ...

Millennial SMSFs making impact

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2017
The rise of the millennial self-managed superannuation fund investor augurs well for the future, presenting a potentially lucrative business proposition for financial advisers. The latest CommSec SMSF Trading Trends Report shows millennials now represent ...

Young Aussies driving sharemarket

JAMIE WILLIAMSON  |  FRIDAY, 1 SEP 2017
Younger Australians are developing a greater understanding of fundamental investment principles as record numbers of Generation Z and Y investors embrace domestic shares in order to build wealth. According to new insights from nabtrade, in the 12 months ...

Acorns hits $100m milestone

KARREN VERGARA  |  WEDNESDAY, 30 AUG 2017
Micro-investing and savings app Acorns Australia reached the $100 million funds under management mark in less than two years since its launch. The app, which has more than 300,000 users, has generated a 10.5% per annum return (after fees but before ...

Financial lifestyle coaching: The future of advice

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2017
... some clients through their retirement, but also engaging the next generation - the lucrative but relatively un-tapped millennial market." "Harnessing evolving technology, and speaking to clients in values-based terms, offers an exciting opportunity ...

Retail managed accounts option gains traction

KARREN VERGARA  |  WEDNESDAY, 16 AUG 2017
A new platform is targeting investors directly with promises to save time and huge amounts of fees through the benefits of a managed discretionary account service. Touted as Australia's first direct-to-client automated alternative managed accounts offering ...

Millennial disengagement dire for economy: FSC

KARREN VERGARA  |  THURSDAY, 27 JUL 2017
Superannuation funds must do better at addressing millennials' chronic disengagement with their super, which in the long-term is dire for the economy, according to the Financial Services Council. Only 23% of young adults trust the superannuation industry ...

Morningstar partners to drive adviser ESG education

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
Morningstar is working with a global financial services industry body to better prepare financial advisers for incorporating sustainable investing into advice practices. Collaborating with the US-based Money Management Institute, the program focuses ...