Search Results | Showing 1 - 10 of 255 results for "millennial" |
| | | 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 ... |
| | | | 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 ... |
| | | | "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 This is one of the most quotable quotes from the award-winning television show Succession, and while it is somewhat outdated for parents to leave behind their money, or legacy, to one child due solely to birth order or gender ... |
| | | | ... 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 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | 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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