Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 11 - 20 of 26 results for "Retirement Portfolios"

Riding the retirement tidal wave

ALEX BURKE  |  TUESDAY, 25 JUL 2017
... flexibility to retrain for a second (or possibly third) career. It's therefore likely that current models of retirement portfolios will need to adjust accordingly - and from an adviser's perspective, Shead said "the complexities around estate planning ...

Lonsec grows retirement panel membership

KARREN VERGARA  |  THURSDAY, 22 JUN 2017
... providing practical and educational material for advisers focusing on investment issues relating to constructing retirement portfolios. Among the members are: State Street Global Advisors, Plato, Investors Mutual, Invesco and BT Investment Management. ...

Advisers drive annuities growth

KERRIE SYDEE  |  TUESDAY, 15 NOV 2016
... are seeing the benefits of using annuities in combination with an account based pension when constructing retirement portfolios. "The streamlined application process and consolidated reporting benefits of annuities on platform means more advisers are ...

Morningstar reappointed as CBA advice research provider

KERRIE SYDEE  |  FRIDAY, 24 JUN 2016
... solutions to assist clients. "A further element of the objective based advice approach is the enhancement of our retirement portfolios to meet the capital and income requirements of our clients as they live longer in retirement while facing changing ...

netwealth to grow IFA base, eyes app-savvy investors

MICHELLE BALTAZAR  |  FRIDAY, 6 MAY 2016
... framework in favour of annuities, there's scope for radical changes in the way advisers set up their clients' retirement portfolios. Capping off the briefing, Phil Anderson, National Advice Group general manager - governance and advice, said that over ...

Retirees should expand asset classes

DARREN SNYDER  |  THURSDAY, 17 SEP 2015
... said older Australians and their financial advisers need to reconsider the traditional building blocks of retirement portfolios. "Retirees rarely take into account the income risk inherent in investing in a single asset class," Birtles said. "For example ...

CFS reveals retirement income strategy

LAURA MILLAN  |  MONDAY, 4 MAY 2015
... Choice and First Wrap platforms later this year as part of a broader strategy to allow advisers to build retirement portfolios for clients. CFS general manager of retirement Nicolette Rubinzstein said that Challenger and CommInsure annuities will be ...

Zenith launches range of retirement portfolios

MARK SMITH  |  WEDNESDAY, 25 JUN 2014
... protect capital and reduce investment risk to meet the lifelong income needs of retirees. To be known as the "Retirement Portfolios", Zenith said the new range of solutions had been developed in response to the growth in the Australian retiree sector ...

FEATURE: Gear up for retirement

LAURA MILLAN  |  FRIDAY, 20 JUN 2014
... population and self-funded retirement is not optional anymore. Retirees will increasingly have to build retirement portfolios that protect them against the main risks of the last stages of life: outliving their assets, inflation and market downturns. ...

Super funds urged to rethink 70/30 structure

JAMES FERNYHOUGH  |  TUESDAY, 30 JUL 2013
... specific market regimes; and the allocation of portfolio expenses," Farley said. "It's time to build better retirement portfolios for all ages and lifestyles." Yesterday Financial Standard reported that Challenger's Jeremy Cooper - also chair of the ...