Search Results | Showing 1 - 10 of 54 results for "Generation X" |
| | | ... advised clients as the number of self-directed investors opening SMSF accounts declined. Perhaps unsurprisingly, generation X - those likely to inherit the bulk of the intergenerational wealth transfer - were the biggest cohort among the advised investors ... |
| | | | Generation X and Millennials are leading the charge in establishing self-managed super funds (SMSFs), according to new analysis from Class. The 2023 Annual Benchmark Report reveals that Generation X aged 42 to 56 (52.7%) and Millennials aged 27 to 41 ... |
| | | | ... seeing a raft of new ESG-related investment opportunities coming into the market", Blewitt said. On the other hand, Generation X and Boomers are more likely to invest in shares, which may suggest they are seeking to directly influence or support specific ... |
| | | | ... investments. According to the report, 59% of millennials have a professional financial adviser. This compares to Generation X on 56% and baby boomers on 48%. Their main reason for engaging one is to reach their financial goals, including retiring at ... |
| | | | ... changing investment portfolios, while half of Generation Y intend to reduce their global assets and over two thirds of Generation X want to do so. Crestone head of strategy and development Clark Morgan said the wealthy still rely on what's familiar. ... |
| | | | According to analysis from Openmarkets Group, on average Baby Boomers and Generation X are making money on meme stocks, while Millennials are losing money. The analysis covered 11 "meme stocks" (stocks whose share prices skyrocketed due to social media ... |
| | | | ... growing confidence in the economic outlook and an increased appreciation of financial security. It also found that Generation X and Baby Boomers are leading the current charge, mostly in the US. However, Australian and New Zealand investors have the ... |
| | | | ... over three years, and 0.4% per annum over five years. Although this may not sound like much, for millennials and generation X, being with one of these female-dominated super funds over their working life can net them an extra $100,000. |
| | | | ... general, 60% of millennials in US and 64% in the UK found the concept appealing, compared to 45% in Germany. For Generation X (ages 39-54) it is appealing to 64% of investors in the US, 50% in the UK and 36% in Germany. But with baby boomers this was ... |
| | | | ... crisis or were considering doing so soon. Additionally, millennial investors were almost twice as active as Australian generation X investors, with 58% actively investing as a consequence of COVID-19 compared to 28% of the older cohort. The study also ... |
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