The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Financial Planning

Pre-retiree client strategies fall short: survey

BY ELISE BURGESS | THURSDAY, 29 MAR 2012 12:00PM

Only two-thirds of pre-retiree adviser clients are on track to meet their retirement goals, according to a survey of over 1,000 financial planners.

Upgrade your subscription to access this article

And gain access to:

All website content, including archived news
Home page news customisation
Tech Zone, your technical resource library

And more

Already A Subscriber?

UPGRADE SUBSCRIPTION

Editor's Choice

Former UBS Asset Management executive pops up at RAM

KARREN VERGARA

Real Asset Management has appointed a new head of distribution in Bryce Doherty, the former managing director of UBS Asset Management Australia.

Sports no longer a sponsorship opportunity for super funds

MATTHEW WAI

ASFA head of research Ross Clare believes sports is becoming an important asset class for super funds, noting the dynamics in sports investment has transformed drastically over recent years, based on what he's observed at the ASFA Investment Summit 2026.

SS&C wins mandate from Aussie boutique fund manager

RIDDHIMA TALWANI

Fundamental Investment Management, a Sydney-based boutique investment management firm, has mandated SS&C Technologies for its inaugural Fundamental Smaller Companies Fund.

Swyftx confirms executive line up

MATTHEW WAI

Swyftx has confirmed its leaders, including its chief executive who served as the managing director at Lazard for nearly a decade previously.

Product showcase: A guaranteed future

MAX: Marketing, Advertising and Sales Excellence Awards | Highlights 2026

Risk, rates & real: Navigating the now

Calm in the chaos

Reframing financial advice

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE

Effie Dimitropoulos

Chief executive

AUDD

Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

READ MORE

Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

READ MORE

Industry Events

MORE INDUSTRY EVENTS

OCT

Chief Economists Forum

Featured Profile

MORE PROFILES

Liza McDonald

HEAD OF RESPONSIBLE INVESTMENT
AWARE SUPER

Liza McDonald would have you believe her path from a legal secretary to the head of responsible investment at Aware Super was a matter of good fortune. Her career says otherwise. Riddhima Talwani writes.

READ MORE