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Showing 51 - 60 of 348 results for "Baby Boomer"

Tomorrow's clients are going to be different: BlackRock

CHLOE WALKER  |  FRIDAY, 18 NOV 2022
Addressing the crowd at BlackRock's flagship iShares ETF event in Sydney yesterday, BlackRock director, US wealth advisory equity pillar Katie Fischer shared learnings from her adviser clients across the globe on how to add value in ways that drive ...

The great wealth transfer at risk: Research

CHLOE WALKER  |  THURSDAY, 10 NOV 2022
... Roussos said. "With billions on the line, it is also a clear opportunity for financial advisers to better partner with Baby Boomer clients to not only set up the transfer of family wealth but also to work closely with them to empower their kids and grandkids ...

Super members switching options amid uncertainty

CHLOE WALKER  |  WEDNESDAY, 28 SEP 2022
Finder's latest survey of superannuation fund members has revealed that 11% have switched to a more conservative risk profile in the past six months in a bid to safeguard their retirement savings. In total, this year has seen almost 20% of super members ...

Millennials want financial advice: Natixis IM

CHLOE WALKER  |  THURSDAY, 5 MAY 2022
Natixis Investment Managers has revealed the five common financial misconceptions about millennials in its recent Five Financial Truths about Millennials at 40 report. The global survey of nearly 2500 individual investors between the ages of 25 and ...

Retired Aussies deserve more: Household Capital

CHLOE WALKER  |  TUESDAY, 26 APR 2022
The independently owned retirement equity provider has called out superannuation funds to provide more solutions for their members in retirement and aged care. Joshua Funder, Household Capital's chief executive, said that many Australians do not have ...

Generational home ownership gap widens

JAMIE WILLIAMSON  |  TUESDAY, 22 MAR 2022
New research shows how extensive the generational gap is when it comes to home ownership in Australia, with young Aussies living with mum and dad much longer than previous generations. A survey of more than 1000 Australians by Finder sought to find ...

Demand for retiree client book increases

KARREN VERGARA  |  SATURDAY, 1 JAN 2022
The demand for client books with a Baby Boomer demographic is increasing among those looking to acquire a financial advice practice. The December Radar Results reveal that near-retirees or retirees are highly sought after by financial advisers. Valuations ...

IFM, Citi pour $300m into Household Capital

ELIZABETH MCARTHUR  |  FRIDAY, 17 DEC 2021
Home equity retirement funder Household Capital has secured $300 million in financing from IFM Investors and Citi. The securitisation debt facility will allow Household Capital to meet what it has identified as an increasing demand from retired Australian ...

Brokers warn of looming disaster

ELIZABETH MCARTHUR  |  MONDAY, 15 NOV 2021
The Finance Brokers Association of Australia (FBAA) has issued a dire warning, claiming Australian borrowers could not afford to pay 1% more on their mortgages or rent. The FBAA commissioned a survey, conducted by research firm McCrindle, to assess ...

Economic recap: Week to October 8

BENJAMIN ONG  |  MONDAY, 11 OCT 2021
Combine economic stagnation and rising inflation and what do we get? We get stagflation -- the financial markets' fear du'jour. It had been nearly half a century ago when the global economy have had its last encounter with stagflation. he first ...