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Showing 1 - 10 of 291 results for "Baby Boomers"

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
... 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 upon inheritance. ...

FEATURE: Estate planning | Best laid plans

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

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 ...

Inheritance dissatisfaction an advice opportunity: Report

MATTHEW WAI  |  THURSDAY, 12 JUN 2025
... financial adviser to better utilise their inheritance. "Trillions of dollars are estimated to be transferred from Baby Boomers across the US, Europe, and developed Asia to younger generations in coming decades," Henriques said. "Millennials and Generation ...

SMSF sector continues to grow

ELIZA BAVIN  |  FRIDAY, 21 FEB 2025
... experience and marketing Brett Grant said. After a surge in interest in SMSFs among younger generations during COVID-19, Baby Boomers returned to make up a stronger proportion of new SMSF accounts, Grant said. Baby Boomers accounted for over 50% of new ...

Gen X remains the largest cohort in SMSF establishments: Class

MATTHEW WAI  |  WEDNESDAY, 19 FEB 2025
... 52.6% to 51.9%, Generation X, born between 1965 and 1980, remains the largest cohort in establishing a fund - while Baby Boomers experienced a sharper drop from 17.5% to 13.4%. Millennials, born between 1981 and 1996, contributed 33.6% in the six months ...

Cost-of-living worries drain retirement confidence: MFS

KARREN VERGARA  |  TUESDAY, 17 DEC 2024
... have used the fund's app in the past year to manage their super. This is 50% more than the number of Gen X and Baby Boomers (aged 60 years old and over). About three quarters (78%) of the fund's members believe engaging with their super is just ...

Anne Fuchs takes on new role at ART

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
... retirement," she said. "In this role, I want to inspire confidence and awaken futures, across all generations, from Gen Z to Baby Boomers." Fuchs added that she has been heavily involved on ART's behalf in contributing ideas to the Delivering Better ...

'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 ...
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