All Articles tagged with 'Generation Y'

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Video: The intergenerational advice challenge and solution – Part 2

From Zurich Financial Services Australia

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

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09 Mar 2015

Generation Y so stressed?

From RaboDirect

Survey reveals generations’ financial habits and worries Generation Y may appear to have it all – not only are they young with grand aspirations for their budding futures, they are

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29 Jan 2015

Parents warned: Boomerang kids replaced by ‘never leavers’

From RaboDirect

Well-meaning parents may actually be doing their Gen Y kids more harm than good by letting them live at home unconditionally and indefinitely according to the latest research from the

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28 Nov 2014

Advice conundrum – Gen Y trust financial advisers but view as too expensive

From RaboDirect

When it comes to money and our financial futures – who do we turn to and trust most to give quality advice? According to the 2013 RaboDirect National Savings &

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25 Feb 2014

Appeal of SMSFs spreading to younger generations, says report

From SMSF Association

The demand for SMSFs among younger people is growing apace, according to the latest research report commissioned by the SMSF Professionals’ Association of Australia (SPAA) and Russell Investments. The report,

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19 Feb 2014

Gen Y motivated around life insurance

From TAL

Youngers show more active interest than older generations Motivations for taking out life insurance cover(1) have been revealed in new consumer research findings. One reason people obtain financial protection is after

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18 Feb 2014

Australians dreaming of a tight Christmas

From RaboDirect

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

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26 Nov 2013

Generation Generous: Which is the most charitable?

From RaboDirect

A recent television series painted a dis-favourable portrait of Australians…but we aren’t as bad as you might think. The 2012 RaboDirect National Savings and Debt Barometer reveals Aussies to be

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04 Oct 2012

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

From SPAA - Self Managed Superannuation Funds Professionals Association

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

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25 Jul 2012

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]