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Showing 41 - 50 of 62 results for "Generation X"

Gen X and Y not looking to robo advice

KERRIE SYDEE  |  THURSDAY, 21 APR 2016
The majority (80%) of generation X and Y would prefer face to face advice over robo advice but are only willing to pay a maximum of $250 to receive it, according to new research from ING Direct. The research reveals that adaptation will be central for ...

ANZ private wealth sees digital growth

DARREN SNYDER  |  THURSDAY, 29 OCT 2015
... compound annual growth rate of 65% in digitally enabled FUM. The bank said 91% of its Smart Choice retail customers are Generation X and Y, and 96% of users ask to connect via mobile. The bank said users of its Grow by ANZ digital platform hold twice ...

Are Australians money dumb about savings?

DARREN SNYDER  |  THURSDAY, 24 SEP 2015
... were the most knowledgeable with an average score of 58%; Baby Boomers (55+) scored the lowest average at 52%; and Generation X (35-54) were the most knowledgeable when it came to medical and travel insurance, home insurance and frequent flyer programs. ...

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 ...