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Showing 1001 - 1010 of 1242 results for "Retirees"

PIMCO appoints new vice president

CLAIRE MCGREAL  |  WEDNESDAY, 5 OCT 2011
... demand for fixed interest solutions due to the country's ageing population and an increase in the number of assets held by retirees. "Fixed interest portfolios have a vital role to play in meeting the need of ageing investors looking for stable income ...

Super funds see hybrid opportunity

ELISE BURGESS  |  MONDAY, 26 SEP 2011
... and Sara Higgins, account manager, from PIMCO Australia, found longevity protection as the most pressing concern for retirees, in particular those with more than $250,000 in super who don't qualify for the Age Pension. Hildyard said growth-biased investment ...

US adviser fiduciary rule stalls

ALEX DUNNIN  |  THURSDAY, 22 SEP 2011
... protections to business owners and retirement savers in plans and IRAs. "Investment advisers shouldn't be able to steer retirees, workers, small businesses and others into investments that benefit the advisers at the expense of their clients. The consumer's ...

Perpetual shuts $1bn mortgage funds to focus on income

MATT WOODINGTON  |  FRIDAY, 16 SEP 2011
... unitholders in its retail mortgage fund was over nine years, highlighting the reliance, particularly from the large number of retirees, for stable capital and consistent monthly income. Meanwhile, the demand for commercial property loans has exceeded ...

Advisers ignoring estate planning gold mine

ELISE BURGESS  |  THURSDAY, 8 SEP 2011
... portfolio and therefore insurance sales. This is something many planners are missing." Planners with a core market of retirees will be unpleasantly surprised if they have not engaged with clients' families and beneficiaries. "If you haven't engaged with ...

Fortnum launches UMA to protect SMSF retirees

MATT WOODINGTON  |  THURSDAY, 8 SEP 2011
Fortnum Financial Advisers has launched a new unified managed account providing protection for self managed super funds in the pension draw down phase. The e-Clipse unified managed account (UMA), which is supported by global partners P2group and Milliman ...

Super funds need to guide members: Investment Trends

ELISE BURGESS  |  TUESDAY, 6 SEP 2011
... 24,000 people over the last four years, Investment Trends identified that lack of confidence has continued since 2008 with retirees and investors with large portfolios, but those with lower incomes recording the most concern. Meanwhile, the industry ...

Bennelong and Legg Mason get ratings boosts

MATT WOODINGTON  |  FRIDAY, 2 SEP 2011
... Mason's Australian Real Income Fund. The fund is managed by Ashton Reid and aims to provide a consistent income stream for retirees by investing in A-REIT, utility, infrastructure and like securities listed on the ASX. "Zenith views the product philosophy ...

Challenger taps CFSGAM head for retirement product

ALISON BEVEGE  |  MONDAY, 29 AUG 2011
... relying on historical average returns instead of potential outcomes. "This one-size-fits-all approach has led to too many retirees taking on too much retirement risk," he said. Challenger last Monday reported a stellar growth in annuities with a 56% ...

20pc not too high for super contributions

RACHEL DAVIS  |  FRIDAY, 26 AUG 2011
... executive Alan Harden, said that it was important for the Government to allow as much fiscal flexibility as possible, so that retirees can be adequately funded. "20% is the realistic goal for contributions," said Harden. "Whether its mandated or not ...