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Showing 241 - 250 of 291 results for "Baby Boomers"

Life settlements open to Aussie investors

RUTH LIEW  |  WEDNESDAY, 18 JUN 2008
... 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 ...

Collins challenges planner model

MICHAEL HOBBS  |  WEDNESDAY, 4 JUN 2008
... 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 ...

Advice that spans three generations

MICHAEL HOBBS  |  THURSDAY, 24 APR 2008
... 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 ...

First stop baby boomers, next stop Gen-Y

MICHAEL HOBBS  |  MONDAY, 21 APR 2008
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 ...

Baby boomers rethink retirement strategy

MICHAEL HOBBS  |  MONDAY, 14 APR 2008
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 ...

Meet the mini-institutions

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 ...

Gen X and baby boomers clash on FP

MICHAEL HOBBS  |  WEDNESDAY, 21 NOV 2007
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 ...

Village People

SUZY MAC  |  FRIDAY, 9 NOV 2007
A wave of aging baby boomers are expected to downsize and move into retirement villages over the next 20 years creating a big investment opportunity according to Peter McMullen, head of health and aged services at Jones Lang LaSalle. Jones Lang LaSalle ...

A third of over 55s will never retire: Citibank

CHRIS NICHOLLS  |  MONDAY, 17 SEP 2007
... feeling confident overall in their retirement savings. Despite widespread perceptions to the contrary, though, the baby boomers don't feel quite so secure. While 58 per cent are confident in their retirement funds, 37 per cent feel uncertain about their ...

New reverse mortgage broker group sets sail

CHRIS NICHOLLS  |  MONDAY, 30 JUL 2007
... retirees," said chairperson Craig Swan. "There is no doubt reverse mortgages will continue grow in popularity as baby boomers seek ways to fund their retirement. However, equity release products are a specialty area that requires particular skills and ...