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Showing 311 - 320 of 1970 results for "Generation"

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN  |  THURSDAY, 24 OCT 2024
... planning - where intergenerational connections naturally begin. "That's the way we are approaching bringing in the next generation and the intergenerational process-by providing more education and being the person who can actually do it, rather than ...

Delaying DBFO imposes 'generational' consequences

MATTHEW WAI  |  THURSDAY, 24 OCT 2024
The Council of Australian Life Insurers (CALI) is urging the federal government to take action on processing the second tranche of its Delivering Better Financial Outcomes (DBFO) package, saying any further delay could result in "generational impacts." ...

Making a splash: The economic impact of AUKUS

KARREN VERGARA  |  WEDNESDAY, 23 OCT 2024
The controversial $370 billion pact between the US, Australia, and the UK, or 'AUKUS', is being sold as a boon for the economy and nation-building exercise that will amplify defence capabilities and strengthen regional security. But is it all ...

Praemium FUA up 33% to $60bn

ELIZA BAVIN  |  TUESDAY, 22 OCT 2024
... pleasing result for the September quarter. "We are well placed for further growth with the launch of Spectrum, our next generation IDPS. Every service, and virtually every growth metric has improved from the previous quarter," Wamsteker said. "The strong ...

GDG records highest quarterly FUM, inflows growth

MATTHEW WAI  |  MONDAY, 21 OCT 2024
Generation Development Group (GDG) has reported record growth in the September quarter with its funds under management (FUM) now nearing $3.6 billion on the back of major inflows. GDG's FUM is up 33% - close to $1 billion - on the prior corresponding ...

Aussies struggle with financial goals: Generation Life

ANDREW MCKEAN  |  WEDNESDAY, 16 OCT 2024
... the cost of living, and a complex investment landscape that's characterised by ongoing policy change, according to Generation Life research. While those with a financial adviser are more likely to understand the changing financial landscape and feel ...

Netwealth FUA soars, names new chief financial officer

ELIZA BAVIN  |  THURSDAY, 10 OCT 2024
... "We are pleased to welcome the Flux team to Netwealth. They have achieved strong success in engaging with the next generation of young adults, particularly the Emerging Affluent segment, on their finances and investments since 2020," Heine said. "It ...

Pride Advice acquires two Adelaide-based firms

MATTHEW WAI  |  TUESDAY, 8 OCT 2024
... younger people entering the profession, there's never been a greater need for sound and trusted advice." AZ Next Generation Advisory (AZ NGA) acquired Pride Advice in 2015, which had $180 million in assets under management at the time. AZ NGA is ...

'Alarming' figure in retirement research

ELIZA BAVIN  |  FRIDAY, 4 OCT 2024
... system. Gen Z were the second biggest supporters of the superannuation system (89%) after Baby Boomers (93%). The Silent Generation (87%), Gen X (84%), and Millennials (83%) were not far behind, with all generations declaring strong support for Australia's ...

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
Financial services firm Tribel Advisory will join forces with fintech Yodal to roll out estate planning services for its advisers and accountants. The estate planning tool stores Tribel information needed to create a comprehensive estate plan, alert ...