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Showing 41 - 50 of 101 results for "Gen X"

Younger investors flock to offshore equities

ALEX BURKE  |  MONDAY, 27 MAR 2017
... compared to their elders, according to the latest research from nabtrade. In the 12 months to 31 January 2017, nabtrade found Gen X investors raised their turnover of international stocks by 91%; Gen Y raised their turnover by 73%. The former showed ...

BetaShares develops new ethical ETF

JAMIE WILLIAMSON  |  TUESDAY, 17 JAN 2017
BetaShares launched an ETF to provide investors with exposure to a portfolio of the world's top sustainable and ethical companies in one trade. The BetaShares Global Sustainability Leader ETF (ETHI) is the first global equities ETF available via the ...

Women and Gen X happiest with advice

KERRIE SYDEE  |  TUESDAY, 10 MAY 2016
Female investors and those aged under 45 are the most satisfied with their financial adviser, according the latest Lifeplan ICFS Financial Advice Satisfaction index. The Lifeplan ICFS survey, undertaken every six months in partnership with the University ...

Australians letting their retirement down: report

DARREN SNYDER  |  MONDAY, 2 MAY 2016
... desired retirement dream," Duncan said. Suncorp's research also found Generation Y was about three times more likely than Gen X to feel the pressure of planning for retirement before they reach 30-years-old. Almost a fifth of the 2008 survey participants ...

Trust in financial advice falling

KERRIE SYDEE  |  THURSDAY, 28 APR 2016
... down from 40% in 2014. The survey found that a greater number of Gen Y have a long term financial plan (48%) compared to Gen X (38%) and Baby Boomers (37%). A growing number of respondents also believe that financial advice is 'only for the wealthy' ...

Gen X and Y not looking to robo advice

KERRIE SYDEE  |  THURSDAY, 21 APR 2016
... advice can add." The report found that millennials are more likely to pursue an ongoing relationship with an adviser while Gen X prefers to speak with an adviser on an ad-hoc basis, revealing an opportunity for Advisers to develop a wider range of scaled ...

Best Practice Managed Accounts Forum 2015 registrations open

MARK SMITH  |  TUESDAY, 1 SEP 2015
... to 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 ...

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 ...

OneVue announces management, strategy changes

ALEX BURKE  |  FRIDAY, 1 MAY 2015
... name of OneVue's new digital direct partner yet, this is part of a wider goal at the company to reach and understand the Gen X/Y investor. Mckeage argued that a "major shift" was underway in financial services and that some of her contemporaries were ...

Digital advice to jumpstart $5.6 trillion land grab

MICHELLE BALTAZAR  |  MONDAY, 11 AUG 2014
... style' (bespoke solutions based on data analytics) are among the game-changers for banks - particularly if they want to win Gen X and Gen Y clients. The Telstra research titled 'Analyse This, Predict That' by author Rocky Scopelliti, found that in Australia ...