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Showing 1 - 10 of 255 results for "millennial"

ETF a rising craze among the Gen Z: Vanguard

RIDDHIMA TALWANI  |  FRIDAY, 29 MAY 2026
Vanguard's latest research found younger Australians are more likely to incorporate ETFs into their portfolios, while older Australians continue to rely more heavily on traditional investment vehicles, particularly direct share ownership. In its report ...

Baby boomers look to switch benefactors' advisers: Natixis

RIDDHIMA TALWANI  |  MONDAY, 20 APR 2026
Two-thirds of Australians don't plan to retain their parents' or spouse's financial adviser after they receive an inheritance. According to Natixis Investment Managers' (Natixis IM) Great Wealth Transfer report, baby boomers, Australians aged between ...

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 This is one of the most quotable quotes from the award-winning television show Succession, and while it is somewhat outdated for parents to leave behind their money, or legacy, to one child due solely to birth order or gender ...

Women to drive tailored advice demand: State Street

RIDDHIMA TALWANI  |  WEDNESDAY, 1 APR 2026
... account for roughly 65% of Australia's total intergenerational transfers. At the same time, engagement from Gen Z and millennial cohorts is rising sharply through superannuation mobile apps and digital platforms. The report found Australia showed strong ...

Rest 'diversifies its diversifiers' with US neighbourhood malls

RIDDHIMA TALWANI  |  WEDNESDAY, 18 MAR 2026
Rest has invested US$250 million in the US Cities Retail Fund (USCRF), managed by Nuveen Real Estate, broadening its exposure to retail property. USCRF invests in neighbourhood shopping centres in major US markets. Rest head of real assets for investments ...

Advisers lose lead in SMSF establishments: Panel

KARREN VERGARA  |  WEDNESDAY, 18 FEB 2026
Several forces are fuelling the unprecedented rise in SMSF establishments, and while financial advisers used to be the driving force behind this, they are now getting left behind, according to industry experts - but they can reclaim their lead. New ...

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
About three years ago, robo-advisers, one by one, began dropping like flies. The likes of Six Park, Upstreet and Advice Intelligence either folded or were acquired. Even Ellerston Capital's ethically based robo-adviser, which launched in early 2023 ...

Younger generations drive SMSF sector growth: Class

RIDDHIMA TALWANI  |  WEDNESDAY, 24 SEP 2025
The number of self-managed super funds (SMSF) has grown on the back of increased participation by younger Australians despite regulatory uncertainty, according to a report by Class. The 2025 Annual Benchmark Report by Class found the number of SMSFs ...

Retirement expectations of young Australians surge

ANGELIQUE MINAS  |  THURSDAY, 18 SEP 2025
... growing concerns regarding housing as young Australians increasingly anticipate retiring with mortgage debt. Over 36% of Millennial respondents expect to retire with mortgage debt, compared to 27% of Gen X and 24% of Baby Boomer participants. Contradicting ...

Social isolation a top retirement fear: UniSuper

MATTHEW WAI  |  FRIDAY, 15 AUG 2025
Research from UniSuper shows that most Australians' concerns about retirement extend beyond financial security. UniSuper's inaugural Retire with Purpose Report reveals that while most can still picture retirement as a time of rest and relaxation, more ...
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