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Showing 11 - 20 of 255 results for "Millennial"

Inheritance dissatisfaction an advice opportunity: Report

MATTHEW WAI | THURSDAY, 12 JUN 2025

... wealth holders invest even less (29%) of their inheritances than their global peers (33%). As a result, 65% of Gen X and Millennial inheritors said they have regrets about how they have used their inheritance money, with nearly two in five wishing they ...

Australian investors loyal to wealth managers - until they're not

ANDREW MCKEAN | MONDAY, 26 MAY 2025

Australian investors show a greater willingness to stay with their wealth provider than their global counterparts, according to the 2025 EY Global Wealth Research Report. However, despite this relative loyalty, more than one in five investors still ...

AIOFP partners with fintech firm to offer white-labelled digital advice

ANDREW MCKEAN | WEDNESDAY, 9 APR 2025

The Association of Independently Owned Financial Professionals (AIOFP) has partnered with fintech firm moneyGPS, which will provide its digital advice platform to the advice association's 120 AFSL members and 5000 financial advisers. Through the partnership ...

Aussies need help to navigate the great wealth transfer: Fidelity

MATTHEW WAI | FRIDAY, 4 APR 2025

As Australians prepare for the great intergenerational wealth transfer, many are voicing concerns around navigating the legal, financial and investment aspects, a new study by Fidelity International found. In the next 20 years, Australia is on track ...

SMSF sector continues to grow

ELIZA BAVIN | FRIDAY, 21 FEB 2025

... Boomers accounted for over 50% of new SMSFs accounts, both advised and self-directed. There was also an increase from Millennial SMSF investors, up 9.8% year-on-year. The report found this was mostly driven by male millennials. By contrast, there was ...

Gen X remains the largest cohort in SMSF establishments: Class

MATTHEW WAI | WEDNESDAY, 19 FEB 2025

Generation X and Millennials collectively drove about 85% of new self-managed superannuation fund (SMSF) establishments for the six months to 31 December 2024, according to a new report from Class. The total value of the net assets administered on Class ...

Bumpy roads ahead for traditional active managers

MATTHEW WAI | WEDNESDAY, 29 JAN 2025

... ETFs remain solid, with the shift toward low-cost ETFs also likely to continue, supported by a surge among Gen Z and Millennial investors in the space, proving another challenge active managers are up against. Morningstar said active managers will gain ...

ETFs, global equities dominate retail portfolios: Data

MATTHEW WAI | TUESDAY, 21 JAN 2025

... engaged in the 'buy the dip' strategy. Around 25% of Gen Zs' investments are via ETFs and at least 40% of Gen Z and 34% Millennial have invested in at least one ETF. There is also a jump of 56% in ETF trades by Millennials and 44% by Gen Z on days when ...

Cost-of-living worries drain retirement confidence: MFS

KARREN VERGARA | TUESDAY, 17 DEC 2024

... is clearly much work to do, and clarification needed," he said. An AustralianSuper survey found that 600,000 of its Millennial (born between 1981 and 1996) and Gen Z members (born between 1997 and 2012) have used the fund's app in the past year to ...

'Alarming' figure in retirement research

ELIZA BAVIN | FRIDAY, 4 OCT 2024

Only a third (32%) of Australians believe they would be able to save for their retirement without compulsory superannuation, according to a new survey from AustralianSuper. A third of Millennials (33%) and Gen X'ers (32%), as well as nearly one-in-five ...

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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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