Search Results | Showing 1 - 10 of 59 results for "Generation X" |
| | ... International found. In the next 20 years, Australia is on track to transfer $3.5 trillion between generations, with Generation X set to be the winner throughout. Generation X, aged between 44 and 59, are likely to be the "greatest beneficiary" of the ... |
| | | ... The report found this was mostly driven by male millennials. By contrast, there was a year-on-year decline in new Generation X female SMSF accounts. On the self-directed side, Generation X increased its share of new accounts year-on-year, up to over ... |
| | | Generation X and Millennials collectively drove about 85% of new self-managed superannuation fund (SMSF) establishments for the six months to 31 December 2024, according to a new report from Class. The total value of the net assets administered on Class ... |
| | | ... 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 leadership positions. ... |
| | | Generation X - the next in line to retire - is worried about running out of money, or not having enough to retire at all, according to new research by Natixis Investment Managers. The research, conducted in collaboration with CoreData Research, found ... |
| | | ... 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. ... |
|