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Showing 31 - 40 of 107 results for "Gen Y"

Gen X and Y not looking to robo advice

KERRIE SYDEE  |  THURSDAY, 21 APR 2016
... challenges for advisers; they have to start to bridge the gap between the different attitudes and approaches between Gen X and Gen Y in terms of an ongoing relationship vs. ah-hoc compartmentalisation. Being able then to break down, simplify and deliver ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... as well. "I think it's the main way to get into the market for this generation," she continues. "All of our members are Gen Y, and these platforms allow them to invest smaller amounts, frequently, at low transaction costs. Ten years ago CommSec was pretty ...

Best Practice Managed Accounts Forum 2015 registrations open

MARK SMITH  |  TUESDAY, 1 SEP 2015
... support managed accounts, the compliance advantage of managed accounts and why the product type will appeal to SMSFs, Gen X, Gen Y and Millennials. There will also be some practical advice on how to choose a managed account provider and how to implement ...

High expectations suggests need for retirement advice

DARREN SNYDER  |  MONDAY, 17 AUG 2015
Generation Y is the most optimistic about their post-retirement incomes but whether they have the advice or knowledge to reach those high expectations is uncertain. A report released by State Street Global Advisors (SSGA) and Rice Warner today recommends ...

Shares increasingly popular for Gen Y

DARREN SNYDER  |  TUESDAY, 28 JUL 2015
More than half of CommSec's new customer base is aged under 35, and more than a quarter of 25 to 34-year-olds directly own shares according to the company's latest analysis. CommSec has undertaken a review of share trading and economic developments ...

Gen Y can drive SMSF growth

DARREN SNYDER  |  TUESDAY, 28 JUL 2015
... SMSF interest among Generation Y clients. Research commissioned by the SMSF Association and nabtrade shows more than 60% of Gen Y SMSF trustees are challenged by understanding their roles and responsibilities in a self-managed superannuation fund. "They ...

Why SMSFs are attractive to Gen X and Gen Y

DARREN SNYDER  |  FRIDAY, 3 JUL 2015
SelfWealth managing director, Andrew Ward, says customer engagement coming from Gen X and Y self-managed superannuation fund (SMSF) trustees is increasing. Speaking at a recent executive roundtable hosted by Bravura Solutions, Ward said SelfWealth was ...

We don't need financial advice: Gen Y

DARREN SNYDER  |  THURSDAY, 9 APR 2015
... KPMG. The study, which sought the views of more than 1,400 Australian KPMG employees between 18 and 30-years-old, also found Gen Y's banking needs are not being well met. KPMG head of financial services management consulting and co-author of the report ...

Justsuper added to DomaCom Property SMSF panel

ALEX BURKE  |  WEDNESDAY, 8 APR 2015
... not so much a product but an online end-to-end business development solution that will help financial advisers engage the Gen Y and Millennium demographic," said DomaCom head of sales and marketing Warren Gibson.

Super only 35% of retirement nest egg

LAURA MILLAN  |  WEDNESDAY, 18 FEB 2015
... 11.6% of the retirement nest egg, followed by property investments (7.8%) and inheritance (4.3%). The research found that Gen Y are particularly reliant on other sources of retirement income and expect more than 20% of their nest egg to come from their ...