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Showing 441 - 450 of 789 results for "Younger"

CFS lifestage funds enter direct infrastructure

KARREN VERGARA  |  MONDAY, 13 NOV 2017
... accumulation members by investing in direct infrastructure. It is targeting a 5% allocation to direct infrastructure for younger members. Colonial First State Global Asset Management, which oversees the assets, has made initial allocations to investments ...

Younger generations gaining super ground

JAMIE WILLIAMSON  |  TUESDAY, 7 NOV 2017
... from the researcher's Single Source Survey (Australia) shows gains in superannuation market share were made by all three younger generations since September 2007 with Generation X now comprising 36.2%, Millennials sit at 14.6% and Generation Z up from ...

AMP rolling out enhanced goals-based advice business

DARREN SNYDER  |  WEDNESDAY, 1 NOV 2017
... "The big one [skill] is empathy. Coaching is a capability in its own right too," Akers said. "We a see more diverse and younger adviser workforce because of the graduate nature of university degrees." On Friday, AMP announced Griffith University as the ...

Millennials shaping family office strategy

EMMA RAPAPORT  |  MONDAY, 16 OCT 2017
... Wealth Management head of global family office APAC, Anurag Mahesh, is motivated by the need to satisfy the mindset of the younger generation, who both feel accountable for global issues and are significantly more likely to say they can influence social ...

Financial advice key for world in reverse: Geldof

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... year's Association of Financial Advisers' National Adviser Conference, Geldof referenced figures suggesting just 50% of the younger generation will keep their financial adviser after that wealth transfer occurs. This is because of the Western world's ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... is how to develop customer experiences that suit today's world. From exponential data to the culture of distraction to younger generations forming relationships with robots (!) and the Touchscreen Generation, financial advisers need to adopt to the world's ...

Family-owned companies beating equity markets across all regions

ALEX BURKE  |  THURSDAY, 5 OCT 2017
... that this is due to succession-related challenges, we would caution against this," the report said. "First, we show that younger family-owned companies tend to be small-cap growth stocks, which has been a strong performing style and, second, family-owned ...

BigTech: The next frontier for high-net-worth investors

EMMA RAPAPORT  |  FRIDAY, 29 SEP 2017
... high-net-worth individuals (HNWIs) globally said they would be open to working with these firms. "This is especially true for younger and emerging-market HNWIs," the consultant said. Capgemini noted HNWIs have high expectations of increased efficiency ...

AustralianSuper moves to opt-in insurance

EMMA RAPAPORT  |  MONDAY, 18 SEP 2017
AustralianSuper has become the first major superannuation fund to make insurance opt-in for younger members in a bid to stop account erosion. Members of the industry fund who are under 25 when they join up will now be asked to "opt-in" to insurance ...

The rise and impact of insurtech

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2017
... innovation while maintaining focus on customer service and relationships, particularly if they want to attract and retain younger consumers. Generation Y and tech-savvy respondents ranked the computer as the most important touchpoint for all insurance ...