Search ResultsShowing 1 - 10 of 19 results for "Wade Matterson"
Milliman launches course correction tool for retirees
ALEX BURKE  |  TUESDAY, 10 APR 2018
... downside risk in equity markets. The product is called Even Keel. As explained by Milliman practice leader Wade Matterson in Financial Standard's recent retirement income feature, it's based on the idea that in times of crisis and severe market ...
Milliman hires for greater adviser exposure
JAMIE WILLIAMSON  |  MONDAY, 26 MAR 2018
... and marketing for financial planning software provider CCUBE Integrated Wealth. Milliman Australia principal Wade Matterson said the firm is delighted to have Whelan joining in the new role. "Andrew's understanding of the financial advice ...
Time to move beyond "cheap and generic" retirement products: Milliman
ALEX BURKE  |  WEDNESDAY, 7 MAR 2018
Milliman practice leader Wade Matterson thinks the Australian wealth industry should be called to account for creating a raft of "very cheap, generic retirement income products based on a lot of averages." Matterson explained that Milliman analyses ...
Asia-Pacific needs more retirement income specialists: Milliman
EMMA RAPAPORT  |  TUESDAY, 9 MAY 2017
... strategies and product solutions to achieve their goals in retirement," Milliman Australia practice leader Wade Matterson said. "The development of robo-advice has begun to gain traction in the superannuation industry in Australia, and we ...
Milliman taps super fund for new head of consulting services
MARK SMITH  |  TUESDAY, 28 JUN 2016
... across marketing and member analytics, financial advice and retirement solutions. Milliman practice leader Wade Matterson said: "The experience Kevin brings to our business will support us through a period of growth. His broad industry ...
Milliman awarded industry fund mandate
DARREN SNYDER  |  WEDNESDAY, 15 JUN 2016
... and limiting capital losses within a cost-effective MySuper structure. Milliman's Australian practice leader Wade Matterson said similar managed risk products have previously been confined to the post-retirement market or as discretionary ...
FEATURE: Inflation plus investing
LAURA MILLAN  |  FRIDAY, 25 SEP 2015
... across the industry. "For the first time in many years, superannuation has become interesting again," says Wade Matterson, senior consultant at Milliman's Australian financial risk management practice. Macro trends such as the aging population ...
Milliman seeing shift in bond portfolios
DARREN SNYDER  |  FRIDAY, 19 JUN 2015
... financial advisers have had to rethink their traditional planning techniques. Milliman Australia principal, Wade Matterson, said there is a short period of time where ongoing falls in Australian interest rates may assist or provide insulation to ...
Retirees urged to add stocks
DARREN SNYDER  |  MONDAY, 25 MAY 2015
... of 3.5%. It is attractive in comparison to a 10-year Treasury bond yielding 2%. Milliman Australia principal, Wade Matterson, said the company was doing its own research on the local market and expected numbers to be "slightly more pronounced." He ...
Retirees can increase their withdrawal rate: Milliman
DARREN SNYDER  |  MONDAY, 11 MAY 2015
... common withdrawal rate of 4% can be upped to 6% with a diligent risk management strategy. Milliman principal, Wade Matterson, said 4% was fine as a starting point and would typically survive to life expectancy and maybe a little beyond. "The ...
PAGE:
1
2
PREVIOUS
NEXT
Link to something PjzrkSj9