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Showing 1 - 10 of 104 results for "Younger generation"

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
"I'm the eldest boy!" This is one of the most quotable quotes from the award-winning television show Succession, and while it is somewhat outdated for parents to leave behind their money, or legacy, to one child due solely to birth order or gender ...

A new landscape for sustainable investing in 2026

ANGELIQUE MINAS  |  THURSDAY, 8 JAN 2026
In its recent Sustainable Investing Trends report, Morningstar Sustainalytics provided a comprehensive review of sustainable investing in 2025 and market insights for the new year. Characterising 2025 as an "undeniably challenging year for ESG and sustainable ...

Super funds most relied upon for advice: Survey

MATTHEW WAI  |  WEDNESDAY, 3 DEC 2025
Australians continue to seek advice from their super funds but struggle to know exactly when they can retire, an MFS Investment Management survey found. The 2025 MFS Global Retirement Survey - studying some 1000 participants across Australia, Canada ...

Vanguard proposes tax-free way to save extra cash

RIDDHIMA TALWANI  |  WEDNESDAY, 5 NOV 2025
... invest prudently into capital markets," Smith said. Smith highlighted an evolving financial landscape where the younger generation has different needs than the traditional wealth building tools available. "As young Australians seek effective and secure ...

Outsourcing will 'supercharge' value of advice: Netwealth

MATTHEW WAI  |  TUESDAY, 4 NOV 2025
... services like mortgage broking, estate planning, accounting services, or even lending services, especially for the younger generation. "Product performance innovation considers how you can enhance the products and services that you offer your clients," ...

FEATURE: Fund admin | Tight Ship

KARREN VERGARA  |  FRIDAY, 24 OCT 2025
... expectation," he says. GROW Inc's first iteration came in 2017 when it launched as a superannuation fund for the younger generation, attempting to disrupt the chokehold of big incumbents. Before pivoting to be a super fund administrator underpinned by ...

Younger generations drive SMSF sector growth: Class

RIDDHIMA TALWANI  |  WEDNESDAY, 24 SEP 2025
... ETFs have grown in popularity with their presence in SMSF portfolios increasing by 1.3% year-on-year, with the younger generation preferring broad exposure to big blue chips at home and abroad. "These modern, accessible and cost-effective vehicles align ...

Younger Aussies want personalised financial advice: CALI

MATTHEW WAI  |  TUESDAY, 22 JUL 2025
... have ballooned over $2.2 billion. The association also noted the trend is especially exacerbating among the younger generation, with claims increasing by over 700% for those in their 30s over the past decade.

TAL partners to expand access to affordable insurance

MATTHEW WAI  |  MONDAY, 16 JUN 2025
The life insurer has today launched backd by TAL in partnership with Cover Genius, targeting those with limited access to affordable cover options. backd offers tailored, affordable options for workers not currently eligible for other types of cover ...

Inheritance dissatisfaction an advice opportunity: Report

MATTHEW WAI  |  THURSDAY, 12 JUN 2025
... inheritance must be used, while only 79% around the world have done so. Henriques said given the larger capital the younger generation is receiving, it would be beneficial for them to use a financial adviser to better utilise their inheritance. "Trillions ...
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