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Showing 241 - 250 of 348 results for "Baby Boomer"

Planners unprepared for second stage clients

ELISE BURGESS  |  MONDAY, 1 AUG 2011
Equity Trustees is preparing to acquire two niche aged care planning practices to target a new emerging class of clients, something it said the planning industry is not ready for. Equity Trustees (EQT) is in negotiations with planning practice, Paragon ...

Bonds eye off super funds

ELISE BURGESS  |  FRIDAY, 29 JUL 2011
Inflationary-linked bonds are the next vehicle for super funds to manage their investment portfolios for retirees, with institutional investors looking towards this neglected investment, according to one inflation investment manager. Super funds may ...

UK should raise state pension age to 70: PwC

MATT WOODINGTON  |  MONDAY, 25 JUL 2011
... it will need to be." The UK is facing similar demographic shifts as Australia with the retirement of the post-war baby boomer generation beginning to retire while life expectancy rises. The UK's ratio of working age people to those above state pension ...

Older people seek more financial advice

ALISON BEVEGE  |  WEDNESDAY, 20 JUL 2011
... had seen a tendency for older people to seek advice, and said it was an age category dominated by men because the baby boomer generation had a lot of stay-at-home mothers. "They had no super," he said. "Their husband built up the account balance as it ...

Advisers not ready for super changes

ALISON BEVEGE  |  FRIDAY, 13 MAY 2011
Financial planners are unprepared for a superannuation system that is rapidly changing with the biggest problems not of their making, Jeremy Cooper said today. Cooper, the former head of the Superannuation System Review, told a packed ballroom of industry ...

Market volatility making boomers nervous

ELISE BURGESS  |  FRIDAY, 29 APR 2011
Baby boomers and their advisers are becoming increasing concerned about the effect of market volatility on traditional investments, according to a MetLife poll. MetLife's Market Volatility Poll, conducted in February of this year, included 520 financial ...

Property the key to longevity risk

ALISON BEVEGE  |  THURSDAY, 14 APR 2011
Listed property group Charter Hall says direct property is superior to other defensive assets in fighting a portfolio's longevity risk thanks to its ability to withstand inflation. Richard Stacker, chief executive of Charter Hall's direct property business ...

Equiti to launch US multifamily property fund

MATT WOODINGTON  |  THURSDAY, 31 MAR 2011
Global property specialist Equiti Capital Limited brings US multifamily property to Australia through a new fund. The investment potential in US multifamily housing, typically a complex of multiple apartments owned by a single entity, be it a wealthy ...

SG needed to save retirees: Shorten

ALISON BEVEGE  |  TUESDAY, 29 MAR 2011
Thousands of 100-year-old baby boomers will live out their last days in poverty unless superannuation changes are passed, Assistant Treasurer Bill Shorten has told delegates at the Conference of Major Super Funds. Minister Shorten, who flew to the Gold ...

Twittering social media takes time

ALISON BEVEGE  |  THURSDAY, 24 MAR 2011
... strategy, and not just for Gen X and Y. "There is actually a lot of (social media) usage in demographics around the junior Baby Boomer and Boomer ages," she said. "We'll be embracing it (social media) and doing more in the future."