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Showing 31 - 40 of 104 results for "Younger generation"

Next generation stands by family adviser: Survey

KARREN VERGARA  |  MONDAY, 8 MAY 2023
Nearly two out of three clients who will inherit family wealth tend to stick with their parent's financial adviser, a new study reveals. Nuveen's inaugural Wealth inheritor research study, which canvassed about 500 investors from the US, found ...

More alpha gains through ops

ELIZABETH FRY  |  TUESDAY, 13 DEC 2022
Growth in fund complexity and managing assets in-house has triggered intensive efforts by pension funds to beef up their operational and support functions. JANA principal consultant and head of operational consulting, Jo Leaper, says there is a growing ...

The game changing trends planners should know about

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
... sit-down for their annual review," he said "The next level is when we start to see your clients, particularly the younger generation clients, say: "Rather than jumping on a Zoom call, can we put on a headset and meet in a virtual space for our annual ...

Hopes for action at "implementation" COP27

RACHEL ALEMBAKIS  |  MONDAY, 14 NOV 2022
The COP27 in Sharm El-Sheikh has been labelled an implementation COP, where governments, investors and other actors are called upon to demonstrate how they're going to implement what was promised a year ago in Glasgow at COP26. However, others have ...

Young Australians more 'super savvy': Equip

ANDREW MCKEAN  |  MONDAY, 11 JUL 2022
Young Australians are thinking much more about their financial plans than previously, according to an Equipsuper survey. Almost half of the surveyed young Australians (18-34 years old) saw super as being more important now than since the start of the ...

Younger generations lead the SMSF surge: Vanguard

ANDREW MCKEAN  |  THURSDAY, 16 JUN 2022
A Vanguard SMSF investor report has found that the newest cohort of trustees are younger, confident and more engaged with their superannuation. The report stated on an average basis, newly established SMSFs have continued to be set up by younger investors ...

Rate rise exposes adviser knowledge gap

CHLOE WALKER  |  WEDNESDAY, 25 MAY 2022
... a decade after the 1987 crash. As markets rose, his more seasoned colleagues would lament the fact that the younger generation had never seen a crash - and then the Global Financial Crisis came. "They'd argue that it caused them to be overly optimistic ...

Retired Aussies deserve more: Household Capital

CHLOE WALKER  |  TUESDAY, 26 APR 2022
The independently owned retirement equity provider has called out superannuation funds to provide more solutions for their members in retirement and aged care. Joshua Funder, Household Capital's chief executive, said that many Australians do not have ...

SMSF establishments on the rise

ELIZABETH MCARTHUR  |  TUESDAY, 26 APR 2022
New research shows that the pandemic and inflation concerns have not blunted the enthusiasm of Australians for setting up self-managed super funds. The research from AUSIEX found that women and younger generations are driving new account openings, with ...

AZ NGA acquires regional advice firm

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
AZ Next Generation Advisory has acquired a regional financial advice firm with $250 million in funds under management. AZ NGA is expanding to the New South Wales Hunter Region by acquiring RI Newcastle and Lower Hunter for an undisclosed amount. RI ...