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Showing 1 - 10 of 497 results for "Baby"

Advised clients more satisfied despite heightened costs: Report

MATTHEW WAI  |  TUESDAY, 25 AUG 2026
... 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 ...

Aussies ditch 'Great Australian Dream,' pursue 'Great Australian Lifestyle'

KARREN VERGARA  |  FRIDAY, 17 JUL 2026
... 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' ...

Proposed CGT reforms could upend HNW low advice demand

KARREN VERGARA  |  FRIDAY, 22 MAY 2026
... 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 ...

Insurance premiums to drop for HESTA members

JAMIE WILLIAMSON  |  THURSDAY, 7 MAY 2026
... 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 ...

Why advisers should enter world of exit planning

MATTHEW WAI  |  FRIDAY, 24 APR 2026
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 ...

Baby boomers look to switch benefactors' advisers: Natixis

RIDDHIMA TALWANI  |  MONDAY, 20 APR 2026
... 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 ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
... 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 ...

Virgin Money Super increases administration fees

MATTHEW WAI  |  FRIDAY, 13 FEB 2026
... a flat fee of $58. The asset-based fee may be reduced to 0.074% p.a. if the member is eligible for the Virgin Money Super Baby Break. Although other administration costs will also be increased from 0.002% to 0.03%, the cost is deducted from the member ...

Scaling practices depends on AI: FAAA

KARREN VERGARA  |  WEDNESDAY, 19 NOV 2025
... advice in the short term, is by embracing the latest tools in artificial intelligence (AI). "By the end of the decade, every Baby Boomer will be retired. There are currently 7.32 million Australians aged over 55 and the average age at the moment of retirement ...

Younger generations drive SMSF sector growth: Class

RIDDHIMA TALWANI  |  WEDNESDAY, 24 SEP 2025
... retirement savings like never before...this trend is in stark contrast to the dramatic drop in new fund establishments by Baby Boomers," said Ciara Conway, general manager of super at Stake. Conway noted that the rising adoption of SMSFs by young people ...
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