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Showing 81 - 90 of 736 results for "Younger"

Proposed super tax requires perspective: Expert

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... in Heffron's client base are below 65 years old and have not reached the $3 million mark and some many never do so. Younger members from 40- to 60-years-old who are likely to hit $3 million currently wonder if they should keep putting money into ...

Younger Aussies embracing SMSFs, guidance needed

CHLOE WALKER  |  WEDNESDAY, 21 FEB 2024
According to Class general manager, growth Jo Hurley, younger generations want more control over their retirement savings than ever before, and financial advisers need to cater to this demand. Addressing the crowd at the SMSF Association Conference ...

Betashares to launch Nasdaq ETFs

CHLOE WALKER  |  THURSDAY, 8 FEB 2024
... The launch comes as new AUSIEX research suggests more financial advisers than ever are recommending ETFs, especially to younger clients. Nearly a third (30.9%) of buying volumes from advisers was directed to ETFs in 2023, up from a quarter in 2022. The ...

ETFs reigned supreme in 2023: Superhero

CHLOE WALKER  |  WEDNESDAY, 31 JAN 2024
... "ETFs are always popular on Superhero and 2023 was no different," Superhero market analyst Stella Ong said. "We often see younger or newer investors look to ETFs as a way to build their portfolios and overall, a huge 53% of Superhero customers between ...

Interest rates drive adviser conversations in 2024

KARREN VERGARA  |  THURSDAY, 25 JAN 2024
... the hope inflation returns to an acceptable 2-3% target range. HSBC, however, doesn't foresee a rate cut until 2025. Younger advised clients with mortgages are bearing the brunt of rate increases. Your Wealth Hub chief executive and principal financial ...

Aussies want advice from their super fund: CFS

CHLOE WALKER  |  TUESDAY, 23 JAN 2024
... already invested in their super to pay for a retirement plan, 61% of Australians said yes. The strongest interest was from younger Australians aged 25 to 29. Three in four men (76%) and a similar number of women (70%) in this age group were interested. ...

Gen Zs now 'loud budgeting': Research

CHLOE WALKER  |  MONDAY, 22 JAN 2024
... saving an average of $450 a month. New NAB Economics consumer sentiment data has revealed more than half (56%) of Gen Z and younger Australians are using the money they're saving from cutting back on non-essentials to stash into their savings accounts ...

Young investors fall prey to bad social media advice

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... of Baby Boomers have acted on misleading or factually incorrect financial information seen online or on social media. Younger investors, whose upbringing has coincided with the rise in online information and misinformation, are navigating the financial ...

How young Australians are missing out on better super returns

ANDREW MCKEAN  |  TUESDAY, 12 DEC 2023
... investor's long-term goals is growing and suggests there is a great opportunity for financial advisers to expand into a younger client base to advise younger Australians on taking on higher equity risk investment options, which are more likely to ...

A third of Aussies want life insurance advice: Research

CHLOE WALKER  |  THURSDAY, 7 DEC 2023
... not a popular source of information, with only 8% of people turning to it for guidance. This figure is much higher for younger Australians, with almost 20% of those aged 18 to 24 using social media to determine their life insurance needs. "Australians ...