BABY BOOMERS

Funds management

Millennial investors take a very different attitude when it comes to investing compared to their baby boomer parents, according to a Legg Mason survey....

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Funds management

Millennials are leading the pack when it comes to getting advice and going green, according to Legg Mason. ...

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Financial planning

Younger Australians are showing surprising levels of concern about retirement, with Roy Morgan finding that Generation Z is the most likely to ask friends and family for ...

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Funds management

DomaCom has announced plans for a crowdfunded resort-style residential community land development in regional Victoria....

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Superannuation

There was a large disparity between what Australians expected to need to retire with versus what they actually had, according to a report....

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Financial planning

Pre-retiree working Australians aged 50 and over were the ‘sandwich generation’ who had to provide financial assistance to both their ageing parents and their children....

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Financial planning

The vast majority of Baby Boomers and Queenslanders would rent for life, according to a survey from finder.com.au....

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Funds management

While baby boomers reduce their vulnerability to capital losses with fewer equities, they are also missing out on recovery gains, according to CFSGAM....

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Superannuation

The priority of leaving an inheritance legacy to children is not possible for Baby Boomers, if they want a reasonable standard of living in retirement, Connect Financial ...

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More than half of British baby boomers over 50 are looking to spend retirement in Australia in order to escape UK’s pension crisis....

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Superannuation

Australian superannuation funds are among the least risky investment options available alongside stock exchange services, and crisis and care accommodation, according to ...

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Superannuation

Challenger is surfing an annuities wave generated by retiring baby boomers....

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Superannuation

Advisers need to tackle the longevity risk issue among retirees and SMSF holders as more and more outlive their savings....

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Financial planning

With Baby Boomers closing in on retirement, the financial advice industry needs to shift its focus from accumulation to draw down, according to Lonsec Research....

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Financial planning

Baby boomers will be the last generation focused on financial advice with planners needing to convince people to take up advice while also introducing new blood into thei...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 22 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 13 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago