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Showing 1 - 10 of 109 results for "Gen Y"

Investment habits of the generations revealed

ELIZA BAVIN | TUESDAY, 10 DEC 2024

... is generally quite high. Three in five said they were confident evaluating investment opportunities, although Gen Z and Gen Y reported even greater confidence than Gen X. Younger investors are also more likely to have a higher risk tolerance, which is ...

Trust in advisers reaches new high: Survey

KARREN VERGARA | WEDNESDAY, 2 OCT 2024

... he told a media briefing. Another myth is that advice is only needed at retirement, when in fact more than four in five Gen Y who work with an adviser agree that it has left them better off financially. Sharpe added that the misconception retirement ...

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

ANDREW MCKEAN | TUESDAY, 14 MAY 2024

... suggests that younger investors may not be quite as ready for sustainable investments as previously thought, with only 5% of Gen Y and Z prioritising philanthropic goals. "Firms may be overestimating the interest of younger investors in sustainable investing," ...

Former adviser slapped with 12 charges

KARREN VERGARA | WEDNESDAY, 3 APR 2024

... Financial Group, where he joined in September 2013 and left in September 2021. After that, he was licensed under We Are Gen Y for three months until December 2021. Last August, the court froze his assets and enforced interim travel restraints. At the ...

Advised Aussies more financially confident: Research

KARREN VERGARA | FRIDAY, 6 OCT 2023

... Gen Ys are on the verge of receiving unprecedented levels of intergenerational wealth via inheritance or gifts. One in Two Gen Y already have or are likely to come into an inheritance or major financial support," the Value of advice report shows. "With ...

ASIC cracks down on former adviser, comedian

JAMIE WILLIAMSON | TUESDAY, 22 AUG 2023

... Register, Valvo was licensed by NextGen Financial Group at the time of the alleged conduct. In September 2021 he moved to We Are Gen Y before ceasing on 30 December 2021. Valvo's ASIC FAR record dates back to 2007 when he was licensed through Insignia ...

Women the future of advice: Netwealth

CASSANDRA BALDINI | MONDAY, 13 FEB 2023

... old) the report said they will represent the largest part of the workforce (75%) by 2025. The data further revealed 22% of Gen Y women will have higher-than-average levels of household income, estimated at over $150,000. Netwealth explained third of ...

The game changing trends planners should know about

CHLOE WALKER | THURSDAY, 24 NOV 2022

... generational change, particularly the post-millennial era. "We've spent a lot of years talking about millennials and Gen Y, but I've got to tell you, our focus really needs to shift," he said. "If you don't have any Gen Zs in your workforce ...

Super members switching options amid uncertainty

CHLOE WALKER | WEDNESDAY, 28 SEP 2022

... members make a change to their risk profile, 11% of them taking a more conservative approach. Specifically, more than 25% gen Y super members have switched their super option in the past six months - 17% chose a more conservative option, while 9% switched ...

How to attract high net worth clients

ELIZABETH MCARTHUR | MONDAY, 15 FEB 2021

... with digital features, having grown up with them - be they purposeful or premium brands. We see that a quarter (26.1%) of Gen Y have a premium brand affinity and two in five (43.6%) have purposeful brand affinity, compared with only 5.7% and 29.4% for ...

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Treasury responds to Debelle's review into the AOFM

KARREN VERGARA

Treasury has responded to the Guy Debelle-led review into the Australian Office of Financial Management (AOFM), agreeing to all six recommendations.

Bravura ups guidance, reports earnings increase

RIDDHIMA TALWANI

Bravura Solutions informed investors cost discipline will protect its full year earnings result after a client migrated to a Business Process Outsourcing (BPO) early in the year.

MaxCap hires from Vanguard, AustralianSuper

MATTHEW WAI

MaxCap has welcomed two senior directors, including a portfolio manager from Australia's largest super fund, reporting to the recently named chief executive Kylie Robb.

Zenith snags mandate from Granite Bay

MATTHEW WAI

Granite Bay Private Wealth has selected Zenith Investment Partners to support their investment governance and due diligence.

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