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| | | ... and market conditions is influencing retirement decisions. Its Trust in Ageing study, based on a survey of more than 2000 Baby Boomers who own property and are involved in household financial decisions, found that while 75% described themselves as financially ... |
| | | | ... New South Wales. As a member of Wildlife Information and Rescue Services (WIRES), he volunteered to care for an orphaned baby flying fox named Archie, an experience that inspired his 1991 book Raising Archie. "We pay our respects to Richard and extend ... |
| | | | ... reflects broader workforce trends. Peak advice body FAAA has noted that adviser numbers have fallen due to the retirement of baby boomer advisers, the lengthy education and training pathway for new entrants, and the exit of many advisers from the profession. ... |
| | | | ... said. "People are happier than ever with advisers, and to complement that uplift, the strongest for the growth came from Baby Boomers and the second highest uplift was amongst Gen Z. "What's quite encouraging is that satisfaction is growing, but ... |
| | | | ... highest levels of frustration about their financial situation (37%), just ahead of Gen Y (36%), and followed by Gen X (32%) and Baby Boomers (19%). MLC chief customer officer Renee Howie said having enough money to retire comfortably is now one of Australians' ... |
| | | | ... concerning is Australia is entering its largest intergenerational wealth transfer on record, with the acceleration of the baby boomer cohort driving increased demand for advice as more investors seek to structure, protect and transition their wealth ... |
| | | | ... enhancing its group insurance offering, waiving insurance fees for members on parental leave for up to 12 months. Where a baby is born before 37 weeks, this can be extended to 24 months. It will also no longer automatically exclude disabilities related ... |
| | | | With more Baby Boomers reaching retirement age, many business owners are urgently looking for the exit but finding they've left their planning too late. Their dilemma is a ripe opportunity for financial advisers. Speaking to Financial Standard, Exit ... |
| | | | ... adviser after they receive an inheritance. According to Natixis Investment Managers' (Natixis IM) Great Wealth Transfer report, baby boomers, Australians aged between 62 to 80, are expected to cause the most disruption as 75% said they would switch advisers ... |
| | | | ... over the coming decades, according to new research from Finder. As much as $5.4 trillion in assets is expected to shift from Baby Boomers to younger generations by 2050. Finder personal finance expert Sarah Megginson said wealth transfers are large and ... |
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