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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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago