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| | | ... them to develop a relationship with the beneficiaries," said Walsh. According to the firm, the wealth transfer from 'baby boomers' to generation X and Y over the next decade is estimated at $600 billion, representing an opportunity for financial advisers ... |
| | | | ... Developing a greater online presence could also provide an opportunity to communicate with other demographics such as the 'baby boomers'. "Boomers are certainly coming online, once they get comfortable with the technology their uptake in use is exponential," ... |
| | | | ... incomes and capital markets that followed on from the Hawke/Keating structural reforms. "We can now not look after the Baby Boomers," he added. "Any of the baby Boomers can't now be in the system long enough to replace their income." The super-charging ... |
| | | | ... Life responsible manager Ron Board, is experiencing a boom similar to that of the reverse mortgage market. "Many US baby boomers are getting to an age where they would like to access the equity they have in their life insurance policies. Unfortunately ... |
| | | | ... because time would have passed you by." Financial advisories must modify the way financial advice is delivered to baby boomers or retirees to ensure they remain profitable in the future, said Sally Manion, ipac director and national head of financial ... |
| | | | ... Multi Generational Module will be available in the coming months and allows planners to develop an estate plan for baby boomers while at the same time directly communicating with generation X and Y. The module includes planner training on communicating ... |
| | | | The way to the baby boomers' wallets is through their Gen-Y kids, said Bernard Salt, a leading commentator on consumer, cultural and demographic trends. "Generation Y will inherit baby boomer wealth. The motherload is not going to happen for another ... |
| | | | The doom and gloom of global financial markets has forced more than three quarters of baby boomers to consider changing investment strategies to boost their retirement savings, according to a Commonwealth Bank survey. The survey found almost half of ... |
| | | | For all the talk about the investment industry ignoring Gen Xers and Gen Yers in favour of baby boomers, one industry expert has said the segment, which he refers to as "the mini-institutional investors", are not well served. Julian Smith, a director ... |
| | | | The recent sub prime-related market re-rating has exposed a divide between how retirees and younger investors perceive the performance of their financial planner. According to the Lifeplan University of Adelaide's International Centre for Financial ... |
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