Video: The intergenerational advice challenge and solution – Part 2

From

Part 2: Gen X and Y Zurich’s recent Intergenerational Advice Masterclasses not only brought to advisers deep research, practical solutions and a process to the challenge of becoming the “family

continue reading

FinaMetrica data reveals Millennials have similar risk tolerance as older generations

From

Millennials have been thought to behave more conservatively when it comes to finances than older generations. But new research from FinaMetrica, a company that helps financial advisers properly assess client

continue reading

Australians’ appetite for life insurance on the rise

From

National index reveals Gen X most likely to be insured – but big gaps remain The second annual TAL Australian Financial Protection Index has revealed a big jump in the

continue reading

Australians dreaming of a tight Christmas

From

It may be a common gripe that Christmas comes earlier each year but new research has revealed that Christmas budgeting has already been underway in around one in five households

continue reading

Research from Macquarie and SPAA confirms advisers need to start talkin’ ‘bout your generation

From

Advisers need to tailor their advice to clients at a generational level according to the findings of a new report from Macquarie Bank and the SMSF Professionals’ Association of Australia

continue reading