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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....
Funds management
Millennials are leading the pack when it comes to getting advice and going green, according to Legg Mason. ...
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 ...
Funds management
DomaCom has announced plans for a crowdfunded resort-style residential community land development in regional Victoria....
Superannuation
There was a large disparity between what Australians expected to need to retire with versus what they actually had, according to a report....
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....
Financial planning
The vast majority of Baby Boomers and Queenslanders would rent for life, according to a survey from finder.com.au....
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....
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 ...
More than half of British baby boomers over 50 are looking to spend retirement in Australia in order to escape UK’s pension crisis....
Superannuation
Australian superannuation funds are among the least risky investment options available alongside stock exchange services, and crisis and care accommodation, according to ...
Superannuation
Challenger is surfing an annuities wave generated by retiring baby boomers....
Superannuation
Advisers need to tackle the longevity risk issue among retirees and SMSF holders as more and more outlive their savings....
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....
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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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...