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Showing 21 - 30 of 104 results for "Younger generation"

Inflation spooks retirees more than healthcare costs

KARREN VERGARA  |  FRIDAY, 10 MAY 2024
The tentacles of inflation are taking a toll on retirees' savings as the diminished value of their money is their biggest financial worry over healthcare costs, according to a Schroders survey. An overwhelming number of participants in the 2024 ...

Two Brisbane advice firms merge

KARREN VERGARA  |  WEDNESDAY, 17 APR 2024
... Professional Year candidate. "Philosophically we want a strong, stable team and having good career paths for the younger generation is a key part of that," he said. EWM has offices in Sydney, Central Coast, Newcastle, and Brisbane, and provides holistic ...

BlackRock's Fink signals a tough road ahead for future retirees

ANDREW MCKEAN  |  WEDNESDAY, 27 MAR 2024
In his annual letter to investors, BlackRock chair and chief executive Larry Fink said providing people a secure, well-earned retirement is much more challenging now that it was 30 years ago, and it will be "much harder" in the future. As such, Fink ...

'About bloody time': Industry responds to PPL super reform

JAMIE WILLIAMSON  |  THURSDAY, 7 MAR 2024
The wealth management industry has overwhelmingly welcomed the federal government's commitment to pay superannuation on the Commonwealth Paid Parental Leave scheme. The Albanese government has said, if it wins the next election, it will add superannuation ...

Five megatrends shaping financial services: McCrindle

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
Demographic change, virtuous consumerism, the grandparent economy, AI acceleration, and social reconnection are the five megatrends shaping the future of SMSF and financial services businesses, according to McCrindle Research principal Mark McCrindle. ...

Younger Aussies embracing SMSFs, guidance needed

CHLOE WALKER  |  WEDNESDAY, 21 FEB 2024
... as well." Hurley added that all advisers should be thinking about how to better access information for the younger generation so that their retirement roadmap is a more holistic view of their entire portfolio of wealth. "It's really about having ...

Family office executives take investment reins: Ocorian

CHLOE WALKER  |  THURSDAY, 5 OCT 2023
Improved professionalisation has seen a "significant transformation" in the family office sector, with executives increasingly empowered to manage family assets in-house, according to a new study by Ocorian. As part of the study, conducted earlier in ...

Young Aussies flock to SMSFs

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
... old in FY21, which has reduced from 54.1 years old a decade prior. Class chief executive Tim Steele said the younger generation is realising the many benefits SMSFs offer, including flexibility, investment choice and control, as well as the opportunity ...

The boomer boom is over: AUSIEX

CHLOE WALKER  |  TUESDAY, 27 JUN 2023
As Baby Boomers exit the workforce, all wealth industry participants need to rise to the challenges and opportunities presented by the great intergenerational wealth transfer, AUSIEX chief executive Patrick Salis says. According to AUSIEX's latest research ...

Australians prioritise financial independence: Research

CASSANDRA BALDINI  |  TUESDAY, 23 MAY 2023
According to new data, the nation is swapping out the dream of a white picket fence for the dream lifestyle and combating the cost of living with strengthening financial literacy. Insignia Financial released its inaugural Financial Freedom Report, conducted ...