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Showing 31 - 40 of 54 results for "Generation X"

Aussies unsure about super contributions

DARREN SNYDER  |  WEDNESDAY, 25 MAY 2016
... said. Despite this uncertainty, having enough money to fund retirement was considered the top financial dream for Generation X and Baby Boomer participants in the survey. For Gen Y the top financial dream was having money to buy their first home. When ...

Advisers encouraged to review changes carefully

KERRIE SYDEE  |  WEDNESDAY, 4 MAY 2016
... of Australians to reconsider the value of this strategy alongside partial retirement. "What is very clear is that Generation X, Baby Boomers and existing retirees will need to take a careful look at their position to understand and interpret what the ...

Gen X and Y not looking to robo advice

KERRIE SYDEE  |  THURSDAY, 21 APR 2016
The majority (80%) of generation X and Y would prefer face to face advice over robo advice but are only willing to pay a maximum of $250 to receive it, according to new research from ING Direct. The research reveals that adaptation will be central for ...

ANZ private wealth sees digital growth

DARREN SNYDER  |  THURSDAY, 29 OCT 2015
... compound annual growth rate of 65% in digitally enabled FUM. The bank said 91% of its Smart Choice retail customers are Generation X and Y, and 96% of users ask to connect via mobile. The bank said users of its Grow by ANZ digital platform hold twice ...

Are Australians money dumb about savings?

DARREN SNYDER  |  THURSDAY, 24 SEP 2015
... were the most knowledgeable with an average score of 58%; Baby Boomers (55+) scored the lowest average at 52%; and Generation X (35-54) were the most knowledgeable when it came to medical and travel insurance, home insurance and frequent flyer programs. ...

High expectations suggests need for retirement advice

DARREN SNYDER  |  MONDAY, 17 AUG 2015
... expectations is uncertain. A report released by State Street Global Advisors (SSGA) and Rice Warner today recommends both Generation X and Y investors could benefit from targeted advice offerings designed to start preparing for retirement earlier in ...

Gen Y can drive SMSF growth

DARREN SNYDER  |  TUESDAY, 28 JUL 2015
... SMSF portfolio (53.1%), older trustees also have a penchant for equities, with an average allocation of 47.8% among Generation X trustees, 48.7% among Baby Boomer trustees and 52.4% among pre-Boomer trustees," the Intimate with Self-Managed Superannuation ...

Fat Prophets partners with OneVue

ALEX BURKE  |  TUESDAY, 16 JUN 2015
... executive Connie Mckeage said at the time that the new platform was part of a wider goal to reach and understand Generation X and Y investors. Speaking about Super Prophets, OneVue head of product Brett Marsh said: "Our strategic relationship with Fat ...

Advisers at risk of losing three in 10 clients

MARK SMITH  |  MONDAY, 14 APR 2014
... financial services Kristen Turnbull said. "The opportunity spans generations, with advice seekers most likely to be Generation X, however Baby Boomers and Generation Y also expressing an interest. They are more likely to come from the lower wealth segments ...

New FPA member base shows changing face of industry

MARK SMITH  |  WEDNESDAY, 1 MAY 2013
... come from a broad cross-section of society." Female financial planners represented 32% of the new membership, while Generation X accounted for 48%. FPA chief executive Mark Rantall said the new members represent the changing face of the financial planning ...