Search Results | Showing 41 - 50 of 679 results for "Younger" |
| | ... recent years. "The trend towards the professionalisation of family offices is likely to continue," O'Mahoney said. "As younger generations take over the reins, they are likely to demand even more sophisticated investment strategies and greater transparency. ... |
| | | ... they don't know what questions to ask. CFS further revealed there is an even stronger demand for digital advice among younger consumers. Two-thirds of Australians under 40 (63%) are open to a digital advice solution, including one in four who have used ... |
| | | ... while also using less of their monthly net income towards investing (15.8%) compared to last year (18.3%). Interestingly, younger Australians contributed the most of their disposable income towards investing (a 19.9% average amongst Gen Z) compared to ... |
| | | ... wellbeing when it comes to meeting expenses, being in control of finances, and feeling financially secure." Among the younger demographics, the cost-of-living is gravely impacting women and those with poor health. Across all age groups, the ballooning ... |
| | | ... 46 years old in FY21, which has reduced from 54.1 years old a decade prior. Class chief executive Tim Steele said the younger generation is realising the many benefits SMSFs offer, including flexibility, investment choice and control, as well as the ... |
| | | ... "There's an increasing desire for clients to work within sustainable value investments, and it's not just millennials and younger investors wanting to make a positive impact and drive meaningful change," he said. "The two sets of software are complementary ... |
| | | ... "The Accelerate Series will deliver a full-service solution designed to be suitable for a wide range of clients, from younger accumulators to high-net-worth individuals," Quirk said. "The breadth and depth of CFS Edge will give advisers the ability to ... |
| | | ... appropriate risk and return levels for the different age groups, extending the investment time frames by five years for younger and older members. "50 is the new 45 and 70 is the new 65 when it comes to investing for retirement," he said. "Younger members ... |
| | | ... inception, GoalTracker has provided an average annual return of 11%. The strategy behind GoalTracker varies according to age. Younger members benefit from a focus on long-term growth, resulting in higher exposure to growth assets. As members approach ... |
| | | ... superannuation product by total membership (111,774), achieved returns of 9.4% and 9.7% respectively for the financial year. "Our younger members - those born in the 1990s, 80s and 70s - have all achieved returns in excess of 9%. These portfolios intentionally ... |
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