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Showing 11 - 20 of 58 results for "Retirement Strategy"

New global retirement unit at T. Rowe Price

JAMIE WILLIAMSON  |  WEDNESDAY, 10 JAN 2024
... and services, as well as participate in shaping public policy, the $2 trillion fund manager said. The Global Retirement Strategy Team will be led by Michael Davis, currently head of defined contribution specialists in the Americas institutional business. ...

Australian Retirement Trust names chief of retirement

KARREN VERGARA  |  WEDNESDAY, 21 JUN 2023
... superannuation fund in December. Kathy Vincent takes the newly created post to focus on implementing ART's retirement strategy, and lead all aspects of the fund's retirement offering, including product, service model and advice. Vincent spent ...

Work, retirement redefined: Vanguard study

CHLOE WALKER  |  MONDAY, 8 MAY 2023
... the study who did not self-identify as retired) have never engaged a financial adviser to help map out their retirement strategy. Of the Australians who have never sought professional advice, 75% report not being confident in being able to fund their ...

Retirement officer roles critical in super funds

CHLOE WALKER  |  THURSDAY, 23 MAR 2023
... coming in. He said: "Ultimately, it's a team effort... but having someone who is solely focused on the retirement strategy and isn't caught up in the day-to-day business is going to be important as we all overlay and outlay our retirement strategies." ...

Australian Retirement Trust reshapes executive team

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2023
... The key change sees the creation of a chief of retirement role to focus on the execution of the fund's retirement strategy and provide strategic leadership and guidance on all facets of the retirement offer, including product, investments, service ...

Top 10 issues for super funds in 2023: KPMG

ANDREW MCKEAN  |  TUESDAY, 17 JAN 2023
... shift into the retirement phase. Funds will need to encourage members to choose their existing fund's retirement strategy and expect to see innovation in this area as trustees develop strategies for different retiree groups. Super funds are facing ...

Industrial property ensures big wins for TelstraSuper

ELIZABETH FRY  |  MONDAY, 21 NOV 2022
... balances. So, members willingly share the information with the advisers to help the fund design an optimal retirement strategy. Miller says this is entirely achievable with a membership base of around 85,000 members. He argues that it is much harder ...

Most retirees want pension support through super: Report

CASSANDRA BALDINI  |  TUESDAY, 16 AUG 2022
... Covenant (RIC) that came into effect last month extends trustee obligations to provide and execute a cohesive retirement strategy that better supports members through decumulation. Trustees must now have a strategy that focuses on improving financial ...

Morningstar launches retirement strategy tool

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 NOV 2021
Morningstar has launched a new retirement strategy tool, aimed at assisting financial advisers in managing longevity risk for clients. Ryan Murphy, head of decision sciences at Morningstar, launched the new tool today. He said it is designed to take ...

Deborah Ralston to advise Allianz Retire+

KANIKA SOOD  |  THURSDAY, 29 APR 2021
... sector," Thornton said. "The panel will initially focus on upcoming policy reforms, specifically, advancing retirement strategy to meet the needs of Australians in retirement, and member retention. However, the charter is broad and all-encompassing ...