Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 61 - 70 of 324 results for "Baby Boomer"

Bank of Mum and Dad forking out serious dosh

ALLY SELBY  |  TUESDAY, 14 JAN 2020
... own needs are met before trying to assist their loved ones," Funder said. Financial adviser Hugh Robertson said his Baby Boomer clients get "tremendous satisfaction" from this new trend of wealth transfer. "A number of our clients want to help their ...

Aussies unprepared for wealth transfer

ALLY SELBY  |  MONDAY, 9 DEC 2019
Despite the largest intergenerational wealth transfer to date looming, more than half of Australians do not have an estate plan in place. New research from Perpetual shows 56% of Australians do not have a will in place, with 53% of parents admitting ...

Boomers show healthy ESG appetite

ALLY SELBY  |  TUESDAY, 3 DEC 2019
Environmental, social and governance (ESG) investing is well and truly on the radar for savvy millennials, but new research has revealed it could also be the secret ingredient to tempting Baby Boomers into engaging with their super. The research, coming ...

Investors deluded on returns

ELIZABETH MCARTHUR  |  FRIDAY, 4 OCT 2019
Investors have expectations on returns that are so high they would be difficult for anyone to achieve, the Schroders Global Investor Study reveals. These expectations remain despite the low growth, low interest rate environment across global markets. ...

Women don't know their worth: Noble Oak

ELIZABETH MCARTHUR  |  MONDAY, 29 JUL 2019
Women underestimate their life insurance value by 125% while men underestimate theirs by just 19%, latest research shows. According to Noble Oak, women think their life insurance is worth an average of $373,000 less than it actually is. Men underestimate ...

Aussie millionaires are cashed up: Report

KARREN VERGARA  |  THURSDAY, 25 JUL 2019
A new report finds the majority of Australian millionaires are cautious investors and prefer to leave their wealth in cash rather than risk capital erosion. The 2019 State of Wealth Report, which is based on research conducted by Crestone Wealth Management ...

FCA stokes intergenerational wealth debate

HARRISON WORLEY  |  THURSDAY, 23 MAY 2019
The Financial Conduct Authority published an intergenerational wealth discussion paper in the hopes of igniting debate over how the financial services industry should respond to the nation's shifting demographics. The discussion paper poses a series ...

Call for super funds to divest gambling interests

ELIZABETH MCARTHUR  |  FRIDAY, 10 MAY 2019
Australian Ethical has launched a new campaign to try to prompt Australians to consider whether they like the idea of their superannuation savings funding the gambling industry. Australian Ethical research found some of Australia's largest super ...

Financial adviser salaries revealed

JAMIE WILLIAMSON  |  THURSDAY, 11 APR 2019
As the fallout from the Royal Commission continues, financial adviser's salaries are being scrutinised. According to the latest Financial Adviser Salary Guide from Kaizen Recruitment, a senior financial adviser with more than 10 years' experience and ...

AUM growth subdued to 2025: Bloomberg

KARREN VERGARA  |  TUESDAY, 19 FEB 2019
New research from Bloomberg suggests fee margins of global asset managers will drop 11% over the next six years. Most of the 1950 global asset managers surveyed in the Asset Management Outlook to 2025 provided conservative AUM growth forecasts over ...