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Showing 41 - 50 of 500 results for "Baby"

Advised investors spurring SMSF rebound

ELIZA BAVIN  |  MONDAY, 18 MAR 2024
... investors opening new SMSF accounts. Their share of new accounts rose by more than 14% year on year while the share of new baby boomer accounts rose by a more modest 2.1%. "Some investors appear to be reevaluating the effort associated with self-administering ...

Baby boomers turn to local private debt: Research

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
According to new research by Foresight Analytics, Australian private debt has been an increasing mainstay for investors approaching retirement age. Foresight Analytics latest paper, titled Australian Debt Megatrends, stated that local private debt is ...

Aussies say they're paying too much tax

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2024
... financial year. According to the study, 80% of millennials feel this way, while 72% of Gen X and 63% of Gen Z do. Only 39% of Baby Boomers feel this way. Finder said many see the stage 3 tax cuts as a welcome reprieve, with those earning between $45,000 ...

Five megatrends shaping financial services: McCrindle

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
... the modern Australian consumer." The third trend relates to what McCrindle referred to as the "grandparent economy". "The baby boomers and builder generations are the high watermarks of wealth attainment in our nation," he said. "Advisers need to focus ...

Volatility an opportunity for skilled active managers: GSFM

ANDREW MCKEAN  |  WEDNESDAY, 24 JAN 2024
... could be inflection points, such as higher neutral interest rates, because of a big budget deficit in the US, and retiring baby boomers depleting their savings. He also cited more involved regulators and growing protectionism, a rare point of agreement ...

Local investors continue to flock to ETFs: VanEck

ANDREW MCKEAN  |  THURSDAY, 14 DEC 2023
... are the most popular sectors for 2024; among different age groups, technology dominated investor preferences, except for Baby Boomers who favour resources. Conversely, ESG ETFs won't attract investment from 74% of respondents in 2024. Meanwhile, over ...

Young investors fall prey to bad social media advice

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... more cautious about online financial information, making them less likely to fall victim to misleading advice. Only 6% of Baby Boomers have acted on misleading or factually incorrect financial information seen online or on social media. Younger investors ...

Responsible investment key to wealth transfer conversation

RACHEL ALEMBAKIS  |  MONDAY, 4 DEC 2023
... their adviser or recommend their adviser, which is a great reflection of the relationship that advisers have built with the Baby Boomer generation, and it's an opportunity for advisers to leverage that trusted relationship in that next generation." ...

KeyInvest, Mantis Funds launch investment bond offering

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
... effective wealth management solutions, KeyInvest chief investment officer Dion Silvy said. "The climbing net worth of Australian baby boomers, supported by large super balances and record house prices, is predicted to cause a great intergenerational ...

Aussies largely unsure of legacy plan: Research

CHLOE WALKER  |  FRIDAY, 6 OCT 2023
... to ensure they're looked after once you are gone is an emotional challenge for many Australians." Hackett added that Baby Boomers are holding around $4.9 trillion in assets, so there's "an urgent need" to help them optimise this wealth. "By doing ...