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Showing 411 - 420 of 500 results for "Baby"

Lifeplan keeps it in the family

MICHAEL HOBBS  |  THURSDAY, 2 OCT 2008
... for them to develop a relationship with the beneficiaries," said Walsh. According to the firm, the wealth transfer from 'baby boomers' to generation X and Y over the next decade is estimated at $600 billion, representing an opportunity for financial ...

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
... BT 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 ...

Shift ad budget for Gen Y: Williams

MICHAEL HOBBS  |  THURSDAY, 14 AUG 2008
... Developing a greater online presence could also provide an opportunity to communicate with other demographics such as the 'baby boomers'. "Boomers are certainly coming online, once they get comfortable with the technology their uptake in use is exponential," ...

Fix contributions, then worry about fees: Keating

ALEX DUNNIN  |  WEDNESDAY, 6 AUG 2008
... national incomes and capital markets that followed on from the Hawke/Keating structural reforms. "We can now not look after the Baby Boomers," he added. "Any of the baby Boomers can't now be in the system long enough to replace their income." The super-charging ...

Netwealth hatches baby wrap

MICHAEL HOBBS  |  FRIDAY, 4 JUL 2008
... Platform provider netwealth Investments launched its Investor Rewards Program that allows investors access to a cost efficient 'baby wrap' style investment menu. The baby wrap is integrated into the firm's existing Investment Wrap and Super Wrap platforms ...

Life settlements open to Aussie investors

RUTH LIEW  |  WEDNESDAY, 18 JUN 2008
... Asset Life responsible manager Ron Board, is experiencing a boom similar to that of the reverse mortgage market. "Many US baby boomers are getting to an age where they would like to access the equity they have in their life insurance policies. Unfortunately ...

Paid maternity leave must include super: AIST

ALEX DUNNIN  |  TUESDAY, 10 JUN 2008
... government to include superannuation in any paid maternity scheme whether as part of the scheme itself or as a separate 'Super baby' bonus. AIST chief executive Fiona Reynolds said the current superannuation regime did not offer women the same security ...

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 ...

Planner To-Do list post Budget

... government's now getting rid of 'high net worth' welfare where the means test is based on the primary earner's income and the baby bonus being based on the family income." Overall, he said there were no killer punches. "It's a pretty underwhelming Budget. ...