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Showing 1 - 10 of 282 results for "Baby Boomers"

'Alarming' figure in retirement research

ELIZA BAVIN | FRIDAY, 4 OCT 2024

... benefit of the superannuation system. Gen Z were the second biggest supporters of the superannuation system (89%) after Baby Boomers (93%). The Silent Generation (87%), Gen X (84%), and Millennials (83%) were not far behind, with all generations declaring ...

Super funds fail to meet millennial members' expectations: ASIC roundtable

ANDREW MCKEAN | MONDAY, 2 SEP 2024

... that terms like "retirement planning" and "pensions" don't resonate with millennials, who've caught up to Baby Boomers as Australia's largest generational group, according to the latest Census data. Despite being the first generation to start ...

Financial services experiencing 'workforce transformation'

ELIZA BAVIN | MONDAY, 12 AUG 2024

... bringing with it the challenges and opportunities of intergenerational leadership," Profusion said. The whitepaper said baby boomers and generation X are starting to transition out of the workforce and into retirement, seeing millennials taking on more ...

Innova backs using leverage in super for housing

ELIZA BAVIN | MONDAY, 17 JUN 2024

... co-chief investment officer Dan Miles said rising residential property prices have created unprecedented wealth for Baby Boomers thanks to the power of leverage, lucrative tax breaks, constrained supply, and strong population growth. "Unfortunately ...

Retiree dilemma: Supporting children or preserving lifestyle?

ANDREW MCKEAN | MONDAY, 3 JUN 2024

... 18 to 29 still live at home. Interestingly, the latest Census showed that younger Australians with 25-39-year-old Baby Boomers in 1991 were three times more likely to own their home outright compared to 25-39-year-old Millennials in 2021. AMP director ...

Australians selling assets over seeking help: ASIC

ELIZA BAVIN | MONDAY, 3 JUN 2024

... next 12 months, which was far more likely than their older generation counterparts. Around 39% of Gen X and 31% of Baby Boomers reported they expected to experience financial hardship. In addition, over a third of Millennials (40%), Gen Z (35%), and ...

Freshwater Wealth launches

KARREN VERGARA | FRIDAY, 31 MAY 2024

... advisers will shortly expand to seven. The advice industry is in a perfect storm given the unmet demand for advice, Baby Boomers are now more aware of their complex needs, and there are not enough advisers to supply the service, he said. "Financial advice ...

New platform launches for high-net-worth families

ELIZA BAVIN | FRIDAY, 24 MAY 2024

... women," Tubman said. "Over the next 20 years we will see an unprecedented amount of wealth being transferred from the baby boomers to the millennials. "We are about to witness the feminisation of wealth and the transfer of wealth to a new generation ...

Super funds to solve the housing crisis?

ANDREW MCKEAN | TUESDAY, 21 MAY 2024

... key determinant of success in retirement is not a superannuation balance, but homeownership status. He noted that baby boomers principally used their houses as a savings vehicle since they didn't have superannuation, and that generation has managed ...

Wealth firms 'still have PTSD from the Royal Commission': Deloitte

ANDREW MCKEAN | TUESDAY, 14 MAY 2024

... significant shift among younger Australian considering switching providers. While 69% of recent adviser switchers are baby boomers, reflecting industry consolidation and declining adviser numbers, many younger investors are looking for lower fees and ...

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Funds SA appoints chief investment officer

ANDREW MCKEAN

Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN

Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025.

UniSuper has 'some work to get on with' on cyber front: Chair

JAMIE WILLIAMSON

UniSuper's leadership team has touched on how the fund is strengthening its operations following the extensive system outage in May this year.

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA

Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found.

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Kellie Wood

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Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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