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Showing 611 - 620 of 1358 results for "Retiree"

Time to move beyond "cheap and generic" retirement products: Milliman

ALEX BURKE  |  WEDNESDAY, 7 MAR 2018
... analyses real-life spending patterns and has determined that "behavior differs considerably based on a range of factors. A retiree living in Mosman spends a very different amount to a retiree in Blacktown." He noted that while the Association of Superannuation ...

Staggering annuities can fund retirement shortfall

KARREN VERGARA  |  TUESDAY, 6 MAR 2018
Adopting multiple annuities could mean the difference between living 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 ...

ASFA slams Grattan's super proposals

KARREN VERGARA  |  THURSDAY, 22 FEB 2018
The Association of Superannuation Funds of Australia (ASFA) has slammed the Grattan Institute's key proposals to close the persistent gender gap in superannuation. Grattan Institute fellow Brendan Coates authored a white-paper that said superannuation ...

Boutique aims to tackle retiree housing affordability

JAMIE WILLIAMSON  |  WEDNESDAY, 21 FEB 2018
A boutique asset management firm is hoping to raise more than $9 million to acquire a Queensland retirement village, providing affordable housing for older Australians receiving government assistance. Hamilton Asset Management is looking to raise $9.06 ...

Retirees force the politics of income

DARREN SNYDER  |  FRIDAY, 9 FEB 2018
Aberdeen Standard Investments chief economist Jeremy Lawson told the 2018 Financial Standard Chief Economists Forum that retirees' influence on populism is a major dilemma for asset managers globally. Since the Global Financial Crisis retirees have ...

Planners preferred over super for wealthier retirees: Research

ALEX BURKE  |  WEDNESDAY, 7 FEB 2018
... equipped to face retirement." Having said this, retirement goals (and the ability to achieve them) varied across different retiree segments. Investment Trends categorised these as active retirees, who are in good health; semi-active retirees, who are ...

Pension phase SMSFs prefer Aussie equities

JAMIE WILLIAMSON  |  FRIDAY, 2 FEB 2018
Self-managed superannuation fund members in the pension phase are demonstrating a stronger preference for domestic equities than their accumulation phase counterparts. Recent analysis from Class shows SMSFs in pension phase are, on average, allocating ...

Changing nature of advice to benefit institutions

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JAN 2018
... futures aren't left in the lurch in the event of their planner leaving the industry. "Financial planners have many pre-retiree and retired clients who have insufficiently funded nest eggs needed to maintain their current lifestyles - let alone address ...

Super funds that embrace change will prevail: DST

ALEX BURKE  |  TUESDAY, 30 JAN 2018
Latest research from DST Systems suggests super funds that facilitate dynamic and flexible partnerships with insurers will be best-poised to take advantage of Australia's $2.7 trillion pension holding - recently rated by Willis Towers Watson as the ...

Derivatives costly and ineffective: Research

KARREN VERGARA  |  MONDAY, 29 JAN 2018
The majority of superannuation pension products eschew derivative strategies due to high costs and lack of effectiveness, latest research shows. Only one-third (37%) of superannuation funds in Milliman's latest survey are using derivatives to protect ...