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Showing 281 - 290 of 348 results for "Baby Boomer"

Damned if you do

BENJAMIN ONG  |  WEDNESDAY, 4 FEB 2009
Australians really are a spoiled bunch. Give them bread and they ask for cake. Give them cake and they question why not the bakery instead. And while you're at it, throw in a coffee factory - nay, the whole plantation - but be careful not to spend too ...

Baby boomers hold retirement plans

MICHAEL HOBBS  |  FRIDAY, 21 NOV 2008
A new consumer survey revealed one third of baby boomers are rethinking their retirement plans as super fund balances fall amid bad markets. The Milliman consumer superannuation survey, which was run between the extremely unstable months of September ...

HNW shell shocked about nest eggs

MICHAEL HOBBS  |  THURSDAY, 13 NOV 2008
... in the previous survey. North said the survey findings could prompt institutions to develop products that deal with baby boomer concerns. "We work in the financial services sector so we're quite keen to combine health insurance and superannuation products ...

Lifeplan keeps it in the family

MICHAEL HOBBS  |  THURSDAY, 2 OCT 2008
Lifeplan Funds Management developed a way for financial advisers to manage the wealth that is passed on to the next generation when a client dies. The retail funds management firm's NextGen Wealth Preserver is structured so the client's funds, upon ...

Farrell chairs MDRT

MEDIA RELEASE  |  FRIDAY, 19 SEP 2008
... industry, Stuart Farrell said continuity of service and advice for consumers is the industry's greatest challenge as many Baby Boomer advisers will soon transition to retirement. MDRT will play its part and assist retiring advisers to develop and implement ...

BT toolkit targets three gens

RUTH LIEW  |  WEDNESDAY, 10 SEP 2008
... Financial Group is taking a three-pronged approach to help their financial advisers garner business from Gen X, Y, and baby boomer clients. BT yesterday launched the BT Generation Series - three educational toolkits available to its wrap advisers via ...

Shift ad budget for Gen Y: Williams

MICHAEL HOBBS  |  THURSDAY, 14 AUG 2008
Super funds must revamp their marketing strategy and reallocate funding from traditional marketing media and focus on online content to better communicate with Generation Y, according to digital marketing expert, Jenny Williams. Speaking at the Association ...

Fix contributions, then worry about fees: Keating

ALEX DUNNIN  |  WEDNESDAY, 6 AUG 2008
Getting super contributions up to 15 per cent and pushing retirees to income streams is more important than fixing fees and administrative efficiencies, said superannuation's political architect and former Prime Minister, Paul Keating. "You can fluff ...

Life settlements open to Aussie investors

RUTH LIEW  |  WEDNESDAY, 18 JUN 2008
Life settlements might seem like an unconventional asset class - but an Australian fund manager claims the sector poses a fresh set of opportunities for local insto investors. Investing in life settlements, particularly in the US, involves buying out ...

Collins challenges planner model

MICHAEL HOBBS  |  WEDNESDAY, 4 JUN 2008
Financial planners could become irrelevant if they don't change the way they deliver advice to baby boomer and retired clients, according to Tom Collins, The Tom Collins Consultancy managing director. Speaking at the Rainmaker Marketing Symposium, Collins ...