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Showing 241 - 250 of 255 results for "millennial"

Millennials want homes not retirements

DARREN SNYDER | THURSDAY, 26 MAY 2016

The view that Australian millennials would sooner save for a property than retirement has been confirmed in recent industry superannuation fund research. REST Industry Super found that from a survey of more than 1000 millennials, 87% believe the Australian ...

Robo advice set to fail: Morningstar

KERRIE SYDEE | FRIDAY, 20 MAY 2016

Pure play robo advice will not stand that test of time, according to Morningstar's head of adviser solutions, Andrew Whelan. Speaking at the 2016 Morningstar Investment Conference in Sydney, Whelan argued that the cost of client acquisition would be ...

Focus Financial looking for more local partners

KERRIE SYDEE | THURSDAY, 19 MAY 2016

... "Everybody has to embrace technology so the client can access and work with you when and how they want to. It's not just the millennial, I like it too and I'm not a millennial. "With technology we have to embrace it but I don't think it's going to take ...

CFS launches Millennial-targeted super option

ALEX BURKE | THURSDAY, 19 MAY 2016

... inflation." He added: "We have 12 FirstChoice Lifestage options, ranging from one for the first Baby Boomers through to our Millennial cohort, and we manage more than $3 billion in assets in these options."

Impact investing on insto agenda

DARREN SNYDER | MONDAY, 9 MAY 2016

... responsible investment Amanda Young said institutional investors will grow their impact investments of the back of rising millennial interest. "The millennials have grown in an era of unprecedented change. They've grown up in the shadow of 9/11, they've ...

Gen X and Y not looking to robo advice

KERRIE SYDEE | THURSDAY, 21 APR 2016

The majority (80%) of generation X and Y would prefer face to face advice over robo advice but are only willing to pay a maximum of $250 to receive it, according to new research from ING Direct. The research reveals that adaptation will be central for ...

Cash top of mind for investors

KERRIE SYDEE | WEDNESDAY, 13 APR 2016

Cash has overtaken real estate and domestic equities as the dominant asset class as Australians become increasingly more conservative in their investment choices, according to the Legg Mason 2016 Global Investment Survey. The survey revealed there was ...

Even the wealthy are turning to robo-advice

MARK SMITH | FRIDAY, 12 FEB 2016

Millennials and small investors are not the only ones taking up robo-advice; wealthy clients are also turning to the new technology in their droves. That's according to the managing director of Accenture Wealth Management in the US, Kendra Thompson. ...

Millennials champion impact investing

LAURA MILLAN | THURSDAY, 22 OCT 2015

Ethics, values and social impact are set to become the new benchmarks in asset management as young investors look beyond returns. A recent Standard Life Investments YouGov poll on values-based investing showed that people between 18 and 24 years old ...

Financial services most at risk from disruption

MARK SMITH | THURSDAY, 24 SEP 2015

... and the challenge for industries in failing to adapt quickly. It also highlights that customers - particularly the millennial generation - are digitally savvy and embrace new entrants," she said. Citi research has also shown that by 2020, 14% of US retail ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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