Powered by MOMENTUM MEDIA
moneymanagement logo
 

MILLENIALS

Funds management

Australian millennials and Generation X are leading the rise of impact investing among local investors, according to a global study conducted by American Century Investme...

Funds management

Around 120,000 investors aged under-40 are expected to invest in exchange traded funds for the first time in the next 12 months, according to BetaShares. ...

People & Products

AI technology makes up only five percent of total service consumption by millennials arranging investments, with human expertise still preferred. ...

Financial planning

Australians have shown a strong interest in using leverage to invest, according to a study from Investment Trends....

Financial planning

Millennials are most at risk of a credit default within the next year, as they seek credit for big ticket items, according to a report....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago