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Showing 1001 - 1010 of 1358 results for "Retiree"

Retirees warned: beware the 'great rotation'

JAMES FERNYHOUGH  |  THURSDAY, 4 JUL 2013
A global move from bonds to equities could see Australian retirees swimming against the current, according to a new paper by AXA Investment Managers (AXA IM). The paper, entitled 'The Great Rotation', analyses the potential for a mass global move from ...

Former ING DIRECT BDM joins EBX

MARK SMITH  |  THURSDAY, 4 JUL 2013
Former ING DIRECT national business development manager Carolan Ibbotson has joined Endowment Bond Exchange (EBX) as senior business development manager. Ibbotson will manage the marketing of Endowment Bond Exchange to advisory practices in Queensland ...

Endowment bond product frees SMSFs to add risk

MARK SMITH  |  THURSDAY, 27 JUN 2013
The steady stream of reliable income provided by endowment bonds provides self-funded retirees with the certainty to take greater risk elsewhere in their portfolios, according to Endowment Bond Exchange (EBX) chief executive officer Stephen Duchesne. ...

Lonsec and Milliman partner for post-retirement research

MARK SMITH  |  TUESDAY, 11 JUN 2013
Investment research house Lonsec and global actuarial and consulting firm Milliman have launched an initiative to focus on the changing retirement income landscape in Australia. Lonsec head of investment consulting Lukasz de Pourbaix said the investment ...

Super is working but needs to evolve: ASFA

ALEX DUNNIN, JAMES FERNYHOUGH  |  TUESDAY, 4 JUN 2013
The superannuation system is working but is transitioning, according to a report by Deloitte Access Economics that was commissioned by ASFA. The report, 'Maximising Superannuation Capital', released today at the ASFA Investment Interchange seminar ...

Retirees could benefit from a vibrant annuities market

JAMES FERNYHOUGH  |  FRIDAY, 24 MAY 2013
At the Actuaries Summit held in Sydney this week, Professor Anthony Asher of the Actuaries Institute's Retirement Income Working Group stressed the need to develop a "vibrant annuity market", in line with much of the rest of the world. "It's very difficult ...

Coalition super plan to harm retirees, low income earners

ALICE URIBE  |  FRIDAY, 17 MAY 2013
The Coalition's announcement that they would delay the Superannuation Guarantee (SG) increase would see millions of Australians move into retirement with inadequate savings according to the Australian Institute of Superannuation Trustees (AIST). Last ...

Budget gets nod of approval from industry bodies

JAMES FERNYHOUGH, MARK SMITH  |  WEDNESDAY, 15 MAY 2013
Superannuation industry bodies have responded positively to last night's federal budget, generally agreeing that there were no major surprises. The Association of Superannuation Funds of Australia (ASFA) chief executive Pauline Vamos praised the government ...

Planners race to plug gap in aged care advice

LAURA MILLAN  |  MONDAY, 6 MAY 2013
The wealth management industry has been slow to keep pace with the growing demand for aged care advice and those that have taken steps early in the game are already reaping the benefits. Mounting data suggests the next big trend in financial planning ...

State Super FS appoints Mercer new asset consultant

LAURA MILLAN  |  MONDAY, 22 APR 2013
... fund to enhance investment performance, deliver innovation through its diversified funds and create optimal solutions for retiree members. SSFS chief investment officer Damian Graham said Mercer's global resources and specialist model will provide the ...