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Showing 1 - 10 of 196 results for "Millennials"

ETF a rising craze among the Gen Z: Vanguard

RIDDHIMA TALWANI | FRIDAY, 29 MAY 2026

... Australians report owning ETFs at around 19%, the highest rate of any age group. Ownership is slightly lower among millennials at around 16% and declines sharply among older Australians. "This research confirms what we're seeing on the ground: young ...

Baby boomers look to switch benefactors' advisers: Natixis

RIDDHIMA TALWANI | MONDAY, 20 APR 2026

... personalised advice. Nearly 59% of generation X said they plan on leaving their benefactors' adviser, while 61% of millennials plan to make the switch. "With no two clients, or generations alike, financial advice isn't a one size fits all approach," ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN | WEDNESDAY, 1 APR 2026

... that came up time and time again in interviews for this feature was the fact that younger people - Generation X and Millennials - are more likely to have used illicit substances than older generations. According to the 2022-2023 National Drug Strategy ...

Rest 'diversifies its diversifiers' with US neighbourhood malls

RIDDHIMA TALWANI | WEDNESDAY, 18 MAR 2026

... members are decades away from retirement, the investment will benefit from long-term demographic shifts, particularly millennials entering their peak spending years and the growth of higher-density urban communities. "These trends underpin sustained ...

Advisers lose lead in SMSF establishments: Panel

KARREN VERGARA | WEDNESDAY, 18 FEB 2026

... SMSF's establishment and throughout its lifecycle. "The SMSF sector continues to thrive, gaining momentum among Millennials and Gen X as a key growth opportunity, while also attracting emerging interest from Gen Z and Alpha. This is despite the proposed ...

Feature: Digital advice | Sleeping giant

KARREN VERGARA | FRIDAY, 26 SEP 2025

... young investors placed more and more importance on tech platforms and tools over the help of humans. More than 70% of Millennials said they prefer digital tools over having a human being to help navigate their investment strategy, compared with just ...

Younger generations drive SMSF sector growth: Class

RIDDHIMA TALWANI | WEDNESDAY, 24 SEP 2025

... report highlighted rising participation from younger Australians as one of the major factors driving SMSF growth. Millennials (30-44) accounted for 37.3% of new establishments, reflecting growing engagement with wealth creation and the flexibility SMSFs ...

Social isolation a top retirement fear: UniSuper

MATTHEW WAI | FRIDAY, 15 AUG 2025

... to create strategies that are "hyper-personalised" for diverse goals, lifestyles and aspirations. Demographically, Millennials expect to miss the workplace most, with 72% agreeing they will miss the social connections it enables.

Inheritance dissatisfaction an advice opportunity: Report

MATTHEW WAI | THURSDAY, 12 JUN 2025

... Baby Boomers across the US, Europe, and developed Asia to younger generations in coming decades," Henriques said. "Millennials and Generation Z are receiving larger inheritances at a younger age and could benefit from a financial adviser's market insights ...

Australian investors loyal to wealth managers - until they're not

ANDREW MCKEAN | MONDAY, 26 MAY 2025

... advisers to retain trusted relationships. It said, "advisers should be mindful" that 56% of Gen X investors and 47% of millennials indicate volatile market conditions prompt them to take greater control of their portfolios. EY regional wealth and asset ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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