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Showing 51 - 59 of 59 results for "Generation X"

Westpac launches BlueChip20

MICHAEL HOBBS  |  MONDAY, 2 MAR 2009
... has launched an Australian shares separately managed account (SMA) that invests in the blue chip stocks to entice generation X into the market. The BlueChip20 SMA allows investors to build a portfolio in Australia's top 20 firms for a $2,500 investment. ...

PIS expands dealer group

MICHAEL HOBBS  |  MONDAY, 10 NOV 2008
... growth over the past decade. Robbie Bennetts, PIS founder, said the new marketing material is designed to appeal to generation X and Y and also boost moral within the group's ranks during this tough market. This expansion is reflected in the group's ...

Lifeplan keeps it in the family

MICHAEL HOBBS  |  THURSDAY, 2 OCT 2008
... relationship with the beneficiaries," said Walsh. According to the firm, the wealth transfer from 'baby boomers' to generation X and Y over the next decade is estimated at $600 billion, representing an opportunity for financial advisers, but also a risk ...

Tuning in to Generation Next: ASFA

MICHELLE BALTAZAR  |  TUESDAY, 12 AUG 2008
... Communications Forum where guest speakers will discuss how super funds and the financial services industry can best engage Generation X and Generation Y members. Hostplus chief David Elia will talk about why they used a sports sponsorship to get their ...

Advice that spans three generations

MICHAEL HOBBS  |  THURSDAY, 24 APR 2008
... and allows planners to develop an estate plan for baby boomers while at the same time directly communicating with generation X and Y. The module includes planner training on communicating an estate planning strategy to baby boomer clients using investment ...

AFA sharpens technical skills

... Other topics that will be covered are the legal side of running a financial planning business and practical tips for Generation X planners. There will be over 70 speakers and presenters during the event and will culminate in the awards ceremony for AFA's ...

Gen X and Y oblivious to super choice: Max Super

KATE HAGE  |  MONDAY, 3 APR 2006
Generation X and Y consumers don't understand superannuation and are reluctant to exercise choice, mainly through ignorance, according to a Max Super survey that it says will add weight to proposed super changes to be submitted to government next week. ...

Twin strategy needed to boost super savings: ABA

... encourage them to save more. Bell says that "At least 3 per cent of additional voluntary contributions are necessary for Generation X and Y to achieve retirement income levels. However there is no point in simply telling people they must save more without ...

ASFA calls for super projections to assist 'under 40s' save

... of information to be akin to a guarantee as opposed to a forecast. ASFA chief executive Philippa Smith says, "Few Generation X-ers, and even fewer Generation Y have a clue about how much income they're likely to have in retirement from their current ...
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