Search Results | Showing 11 - 20 of 196 results for "Millennials" |
| | | ... out of receiving comprehensive advice, including non-advised clients with low balances, insurance-only clients, and millennials. In a statement, the fintech said its solution will allow for AIOFP member AFSLs to offer a fully white-labelled digital solution ... |
| | | | ... the great wealth transfer, with over one-third (35%) expecting to inherit over $500,000. Comparatively, only 20% of Millennials, aged between 29 and 43, are expected to receive this level of inheritance. The number drops to 13% for Generation Z, aged ... |
| | | | ... 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 a year-on-year decline in new Generation X female SMSF accounts. On the self-directed side, Generation ... |
| | | | 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 ... |
| | | | ... displayed through data highlighted by nabtrade, NAB's trading platform, revealing that a substantial portion of Gen Z and Millennials have invested in at least one ETF and are actively engaged in the 'buy the dip' strategy. Around 25% of Gen Zs' investments ... |
| | | | ... are very confident that their savings and assets will provide sufficient cash flow throughout retirement. Among the Millennials surveyed, many turn to their super fund for advice as well as financial publications. Almost one-in-five Gen Xers (aged between ... |
| | | | ... 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 Boomers (19%) reported they would have between zero and $10,000 ... |
| | | | ... commentator Effie Zahos, agreed that the current language and approach to superannuation is outdated and disengaging for millennials. The panellists agreed that terms like "retirement planning" and "pensions" don't resonate with millennials, who've ... |
| | | | ... they bring and the challenges they faced during COVID. "The industry's workforce is in a state of transformation as millennials continue to climb the ranks, stepping into leadership roles at greater rates, bringing with it the challenges and opportunities ... |
| | | | ... to a new survey. The latest Investment Trends Online Investing Report finds that Zoomers (18- to 24-year-olds) and Millennials (25- to 39-year-olds) are dominating trading platforms. Zoomers now comprise 31% of participants surveyed in the first half ... |
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