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Showing 31 - 40 of 196 results for "Millennials"

Young investors fall prey to bad social media advice

KARREN VERGARA | WEDNESDAY, 13 DEC 2023

... 507 advisers and 2404 investors. Some two-fifths (42%) of Gen Z investors, born between 1997 and 2012, and 38% of Millennials born between 1981 and 1996, are accessing financial information, guidance, and advice via social media channels more any other ...

Vista acquires second practice

KARREN VERGARA | MONDAY, 9 OCT 2023

... eyes strengthening its presence in Melbourne. Founded in 2015 by Jason Chew, Orange Wealth, which largely services Millennials out of South Yarra, joins Beaumaris-based Vista. The group now employs 20, comprising five financial advisers, a mortgage broker ...

Young Aussies flock to SMSFs

KARREN VERGARA | THURSDAY, 14 SEP 2023

Generation X and Millennials are leading the charge in establishing self-managed super funds (SMSFs), according to new analysis from Class. The 2023 Annual Benchmark Report reveals that Generation X aged 42 to 56 (52.7%) and Millennials aged 27 to 41 ...

Spark adopts two fintechs

KARREN VERGARA | FRIDAY, 8 SEP 2023

... profit-for-purpose model. "There's an increasing desire for clients to work within sustainable value investments, and it's not just millennials and younger investors wanting to make a positive impact and drive meaningful change," he said. "The two sets ...

Online investor numbers dip as cost-of-living bites

CHLOE WALKER | FRIDAY, 4 AUG 2023

... of client reactivation - 117,000 previously dormant clients resumed during the reporting period. Zoomers (10%) and Millennials (42%) make up a sizeable proportion of the reactivated investor pool, suggesting many of the 'covid wave' of young investors ...

Russell Investments reports super returns up to 13.5%

ANDREW MCKEAN | FRIDAY, 28 JUL 2023

... needs. In a related development, Elevate Super, which launched in 2020 with a sustainable investment focus targeted at millennials, will transition to Russell Investments Master Trust sub-plan, iQ Super. Notably, Elevate Super's fee structure had ...

16% of asset managers to exit by 2027: PwC

ANDREW MCKEAN | MONDAY, 10 JUL 2023

... get the customer proposition right will be heightened by an impending mass transfer of wealth from baby boomers to millennials. Concerns over inflation, market volatility, and interest rate movements are highlighted as major issues for both investors ...

The boomer boom is over: AUSIEX

CHLOE WALKER | TUESDAY, 27 JUN 2023

... industry does not escape this change. A 2017 study by the Financial Services Council also found that even though 70% of Millennials had a superannuation account, they are uninterested and unengaged with it." Changing demographics and culture will see ...

Australians prioritise financial independence: Research

CASSANDRA BALDINI | TUESDAY, 23 MAY 2023

... assessed generational pursuits, finding 63% of Gen Z respondents remained focused on becoming homeowners while 54% of Millennials prioritised a good work-life balance overall. When it came to Gen X and Baby Boomers, both cohorts said financial independence ...

'Kick down the road' mentality fuels retirement insecurity: Study

ANDREW MCKEAN | MONDAY, 22 MAY 2023

... Over half of the Baby Boomers and 38% of Gen X participants reported a lack of confidence, compared to just 31% of Millennials. Findex co-chief executive Matt Games said: "This paints the picture that most Aussies have adopted a 'kick it down the road' ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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