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Showing 21 - 30 of 58 results for "Retirement Strategy"

Volatility ahead for Magellan shareholders: Morgan Stanley

KANIKA SOOD  |  THURSDAY, 21 JAN 2021
... noted Magellan's narrow selection of strategies, recent underperformance, and the six-month plus delay in the retirement strategy. Morgan Stanley revised down its NPAT for Magellan by 7% for FY21 and 5% for FY22. Its price target for MFG shares was cut ...

QSuper culls comprehensive advice

KANIKA SOOD  |  FRIDAY, 3 JUL 2020
... the member." The fund has added topics on establishing an account-based pension, commencing a Transition to Retirement strategy and advice related to retirement income projections.

Actuaries Institute welcomes retirement income reforms

JAMIE WILLIAMSON  |  TUESDAY, 19 FEB 2019
... offer a retirement income strategy. Acknowledging the passage of legislative changes, Actuaries Institute Retirement Strategy Group convenor Andrew Boal said the institute welcomes plans to prioritise the development of a retirement income covenant ...

Rice Warner warns against culling value-based advice fees

HARRISON WORLEY  |  FRIDAY, 23 NOV 2018
... plans of any partner. "The reality is that most retirees need comprehensive financial advice to develop a retirement strategy and select an appropriate product."

Industry fund adds new talent

JAMIE WILLIAMSON  |  FRIDAY, 24 AUG 2018
... portfolio manager in Jacki Ellis. Joining from Mercer, Ellis has joined the investment team working on the fund's retirement strategy. "Jacki will be working with the wider investment team and our other stakeholders on further developing First State ...

CIPR framework timely but questions remain

KARREN VERGARA  |  THURSDAY, 28 JUN 2018
... the Superannuation Industry (Supervision) Act. Rice Warner added CIPRs should be a component of a default retirement strategy; trustees shouldn't have to offer a CIPR product if there is no compulsion for the member to take it up, it said. Additionally ...

UniSuper establishes on-campus footprint

HARRISON WORLEY  |  THURSDAY, 3 MAY 2018
... fund also said it employs 55 financial advisers across the nation to provide superannuation, insurance and retirement strategy advice. "In our experience, UniSuper members are showing a clear preference for face-to-face advice. This is the case for both ...

SMSF pool still ripe for financial advice: AMP

KANIKA SOOD  |  FRIDAY, 13 APR 2018
... Sixty-three per cent of SMSF trustees told AMP Capital they would entertain further financial advice, with retirement strategy (30%), income generation (28%) and investment selection (22%) topping the areas where trustees most sought advice. Fear of ...

Staggering annuities can fund retirement shortfall

KARREN VERGARA  |  TUESDAY, 6 MAR 2018
... comfortably or facing a massive shortfall in retirement, according to a retirement planning expert. David Babbel, a retirement strategy expert and professor from the University of Pennsylvania's Wharton Business School, said it can cost retirees 30% ...

Managing the three pillars of retirement

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
... objectives. He said retirees need a "multifaceted approach" which goes beyond the traditional two-pronged "bucket" retirement strategy which provisions cash for short-term spending and growth assets for the long-term. Using the Association of Superannuation ...