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Showing 41 - 50 of 59 results for "Generation X"

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 ...

SMSFs focus on risk reduction: report

RACHEL DAVIS  |  WEDNESDAY, 15 FEB 2012
... services at Russell Investments. According to the report, SMSFs are also attracting a younger demographic. Some 13.7% of Generation X respondents (aged 31-45 years) and 10.0% of Generation Y respondents intend to establish an SMSF within the next two ...

Social media and the power of diversity

ELISE BURGESS  |  THURSDAY, 24 NOV 2011
... and making mistakes and the benefits of diversity. "I learnt a lot from working with Gen Y," said Freedman. While Generation X and Baby Boomers follow a linear approach to their career, and indeed their lives, Freedman said Gen Y look for fulfillment ...

Twittering social media takes time

ALISON BEVEGE  |  THURSDAY, 24 MAR 2011
... has taken the plunge, launching a Facebook campaign "Dreams for a better world" in February. The campaign calls on Generation X and Y members to submit their ideas through a special purpose website - sunsuperdreams.com.au - then use Facebook to encourage ...

Timing the market still a tough game: survey

JOHN MCDULING  |  TUESDAY, 24 AUG 2010
... undermining investor confidence," continued Land. Intergenerational change was another theme from the survey with "generation X superseding the "baby boomers" as the most confident demographic in the trading community. Some 79 per cent of traders from ...

Savings boost for GenX and GenY

MICHELLE BALTAZAR  |  MONDAY, 3 MAY 2010
... a financial advisory firm with $300 million in funds under advice. It would, however, transform the lives of many Generation X and Yers with at least $70,000 added to their super savings if the proposals become law. For example, a female worker earning ...