Search Results | Showing 1 - 10 of 112 results for "Gen Y" |
| | | ... discussing their clients' superannuation and long before a claim event occurs. This is especially true for prospective Gen Y clients. The FAAA's 2024 Consumer Research on the Value of Advice found that Gen Y respondents were more likely than ... |
| | | | ... assets have become a mainstream asset class in Australia, he argues the trend extends well beyond cryptocurrency itself. "Gen Y, Gen Z and even Gen X are a lot more active investors," he says. "Investors are increasingly learning by doing and looking ... |
| | | | ... (37%) and debt (20%). Gen Z reported the 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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," ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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