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| | | ... recommendations included an increase in consumer choice by allowing annuities as investment options for employer-sponsored retirement plans; and promoting infrastructure investment by insurers through appropriately calibrated capital requirements. US ... |
| | | | ... of investors remain bullish on residential real estate, with 70% believing it is a good time to invest. Only 14% have put plans to invest on hold in the wake of proposals to ban negative gearing and reduce capital gains tax exemptions. "The optimism ... |
| | | | ... Australians are able to obtain some cover without disclosing any medical information through superannuation group insurance plans or direct products. Given that Australia's current position was established after a major public inquiry in 2003, Chen said ... |
| | | | ... annuities, lifelong income that individuals receive, "is not very common in private schemes in Australia and few pension plans have mandatory survivor schemes in place." It recommended that at minimum, superannuation should be taken as an annuity to ... |
| | | | ... see one of our financial planners for advice, during the early discussions, we often uncover other concerns around their plans for all this new leisure time which can, with life expectancies increasing, last longer than people expected," he said. StatePlus' ... |
| | | | ... years," he said. The UK government introduced measures in February 2016 encouraging LGPS funds to work together to develop plans to "pool investments to significantly reduce costs, while maintaining investment performance." The $18 billion mandate is ... |
| | | | Financial advisers must ensure clients' estate plans are being regularly reviewed to avoid the potential diminishment of assets as a result of costly family drama when they're gone, Equity Trustees said. The asset management and estate planning experts ... |
| | | | ... administration solutions to all clients irrespective of their size, risk appetite or investment objectives. Further, Euroz plans to launch a series of managed portfolios on HUB24 in early 2018. Euroz Securities executive director and head of private ... |
| | | | An equity and performance analytics research firm has opened a Melbourne office, and plans to increase its footprint across the Asia Pacific. Style Research provides factor-based equity analytics and portfolio communication tools globally for 300 investment ... |
| | | | At the group's annual general meeting, Class chief executive Kevin Bungard flagged AMP's plans to migrate off the Class Super platform. While no timeframe has been specified, Bungard said this was because of AMP's SuperConcepts business, which functions ... |
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