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Showing 1 - 10 of 35 results for "Baby Boomer generation"

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
... involved. Blending families Arrow Private Wealth chair and chief investment officer Peter Leggett says the Baby Boomer generation has vastly different values from their parents before them. As he explains, Baby Boomers' parents lived through the ...

Australia climbs global wealth ranks

ELIZA BAVIN  |  THURSDAY, 11 JUL 2024
... Luxembourg and Switzerland," he said. "This growing wealth, and the wealth transfers now occurring as the baby boomer generation ages, reinforces the need for investors to build a long-term wealth plan and to get the correct advice." The UBS report comes ...

Responsible investment key to wealth transfer conversation

RACHEL ALEMBAKIS  |  MONDAY, 4 DEC 2023
... recommend their adviser, which is a great reflection of the relationship that advisers have built with the Baby Boomer generation, and it's an opportunity for advisers to leverage that trusted relationship in that next generation." Of those that ...

Aware Super takes 100% of Oak Tree Group

CASSANDRA BALDINI  |  THURSDAY, 17 AUG 2023
... 55-plus cohort who will represent about 31% of our national population by 2030," Misev said. "Australia's Baby Boomer generation is wealthier than previous generations and combined with the strong demographic tailwinds makes the retirement living space ...

Young, millionaire investors challenge stereotypes: Data

CASSANDRA BALDINI  |  THURSDAY, 18 MAY 2023
New research shows young investors are buying and holdings stocks more than their older counterparts, despite the current environment. During the quarter, ending March 31, younger investors were the highest adopters of a buy-and-hold strategy compared ...

Industry funds gain ground in retirement asset battle: KPMG

ANDREW MCKEAN  |  FRIDAY, 5 MAY 2023
... funds also hold the largest share of assets under management (AUM) in the pension phase. Meanwhile, as the baby boomer generation reaches retirement age, with over half having reached 65 by 2020, APRA predicts that 3.6 million Australians will retire ...

Women take the lead in private wealth: KPMG

CHLOE WALKER  |  TUESDAY, 14 MAR 2023
... chances of leading family offices is increasing. "As we're seeing the transition of wealth from the baby boomer generation on to the next generation, as opposed to say, a century ago, when the wealth would have all gone to the eldest male, we're ...

No more easy 6% returns: Fidelity

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 MAR 2021
... bonds returns for the future are looking significantly lower, according to Credit Suisse. Since 1950 the Baby Boomer generation would have enjoyed average annualised returns in such a portfolio of 6.4% (7.1% for equities and 3.6% for bonds). But the ...

NowInfinity founders join boutique

KARREN VERGARA  |  THURSDAY, 24 SEP 2020
... just completed an exit, I can see the importance for Australian business owners in getting this right. The baby boomer generation represents the largest transfer of wealth in history and getting that right has a critical impact on peoples' live and ...

FIIG calls for taxation, regulatory overhaul

ELIZA BAVIN  |  FRIDAY, 19 JUN 2020
... relevant and should reflect best practise. However, it will reduce the burden on the commonwealth as the baby boomer generation enters the retirement and drawdown phase of their superannuation portfolios. The submission pointed to the Corporations Act ...
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