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Showing 31 - 40 of 1348 results for "Retiree"

Laws to limit US pension plans' use of ESG pass

JAMIE WILLIAMSON  |  FRIDAY, 16 JAN 2026
The US House of Representatives has passed the Protecting Prudent Investment of Retirement Savings Act, limiting certain pension funds from considering environmental, social and governance factors in their investment decision making. The House voted ...

Betashares launches retirement income SMAs on CFS Edge

MATTHEW WAI  |  WEDNESDAY, 14 JAN 2026
Betashares aims to offer retirees an enhanced income of 2% p.a. above traditional benchmark portfolios through separately managed accounts (SMAs) on the CFS Edge platform. The SMAs leverage Betashares' institutional-grade investment solutions and portfolio ...

Coastline Advice, Edge Advisory Partners to merge

ANGELIQUE MINAS  |  FRIDAY, 19 DEC 2025
... currently has limited representation but a strong strategic interest due to the region's affluent demographics and growing retiree population," Stafford said. Jacobs said the partnership fulfilled a key objective to bring on a capable investor that could ...

Renters need twice as much super, risk poverty in retirement: SCA

KARREN VERGARA  |  TUESDAY, 9 DEC 2025
... estimates a couple who rents needs $786,000 combined in super compared to $432,000 for a couple who owns as home. A single retiree who rents, on the other hand, needs $659,000 in super compared to $322,000 for a retiree who owns a house. The modelling ...

Preparing earlier boosts average super balance by over $250k: Brighter Super

MATTHEW WAI  |  FRIDAY, 5 DEC 2025
Australians who plan ahead are not only more comfortable in retirement but also see their super balances growing "significantly" higher than those who wait, research reveals. According to the latest Brighter Super & Investment Trends 2025 Retirement ...

Super funds most relied upon for advice: Survey

MATTHEW WAI  |  WEDNESDAY, 3 DEC 2025
Australians continue to seek advice from their super funds but struggle to know exactly when they can retire, an MFS Investment Management survey found. The 2025 MFS Global Retirement Survey - studying some 1000 participants across Australia, Canada ...

Super funds lagging RIC obligations: Pulse Check

ELIZA BAVIN  |  WEDNESDAY, 26 NOV 2025
ASIC and APRA have released the findings of the 2025 Pulse Check on retirement income covenant (RIC) implementation, painting a fairly dire picture of how super funds are understanding and meeting member needs. While the regulators said some improvements ...

TelstraSuper members caught off guard by Direct Access closure

JAMIE WILLIAMSON  |  TUESDAY, 25 NOV 2025
... possible retirement outcome." The Direct Access option was launched in September 2013 and was available to accumulation and retiree members. At June end, it held about $142 million in assets; it is used by about 700 of the fund's 85,000 members. ...

Delaying reforms to YFYS test, RG97 costing members: Report

JAMIE WILLIAMSON  |  WEDNESDAY, 19 NOV 2025
... growth companies due to fears of failing the performance test or appearing too expensive in RG97 disclosures will impact retiree balances. The test in its current form encourages benchmark hugging, while RG97, the ATO's YourSuper comparison tool, and ...

Human biases call for simpler retirement framework: Research

RIDDHIMA TALWANI  |  TUESDAY, 18 NOV 2025
Financial advisers need to tackle inherent behavioural bias in members and build simpler frameworks to improve retirement outcomes, according to research by Industry Fund Services (IFS). The whitepaper, published in collaboration with Challenger, identified ...