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Showing 671 - 680 of 1358 results for "Retiree"

Insurance counteracting ageing population risks

KARREN VERGARA  |  FRIDAY, 19 MAY 2017
Governments increasingly withdrawing support for retirees and ageing populations is a worrying global trend, but presents an emerging opportunity for the insurance industry to fill the gap, new research from reinsurer Swiss Re shows. The 'ageing wallet' ...

Professional financial advice outpacing self-directed

KARREN VERGARA  |  FRIDAY, 19 MAY 2017
An overwhelming number of retail investors are turning to financial advice rather than single-handedly making investment decisions on their own. About half (45%) of 4000 investors are using financial planners purely to help manage financial risks, while ...

Boutique fund joins Bennelong suite

JAMIE WILLIAMSON  |  TUESDAY, 16 MAY 2017
The number of boutique funds under the Bennelong Funds Management umbrella is expanding, with three asset management experts partnering to create a new business focused on retirees. Bennelong has teamed up with Alastair MacLeod, Sam Jacob and Andrew ...

Advice associations respond to Federal Budget

JAMIE WILLIAMSON  |  WEDNESDAY, 10 MAY 2017
In the wake of new Budget measures to ease pressures on housing affordability, the Financial Planning Association of Australia reinforced its stance that superannuation should not be made accessible to first home buyers. Under proposals made in the ...

Downsizing measures present advice opportunities

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2017
Financial planners will have an easier time preparing for and sustaining clients throughout retirement thanks to new measures for retirees wishing to downsize the family home. It also presents a number of advice opportunities. The Federal Budget proposes ...

Challenger recruits CBA research manager

ALEX BURKE  |  THURSDAY, 4 MAY 2017
Challenger has appointed a new national key account manager. Shane Brereton joins Challenger from Commonwealth Bank, where he was senior manager research. Prior to that, he was a senior research analyst at CBA. He was also a business analyst and research ...

Pre-retirees robbing Peter to pay Paul: REST

EMMA RAPAPORT  |  TUESDAY, 2 MAY 2017
... four-year course. Hill says that while he understands how helping an adult child remove financial stress feels good for a pre-retiree, these needs must be balanced against saving for a comfortable retirement and decreasing pre-retirement debt. And Hill ...

Martin Currie SMA debuts on HUB24

KARREN VERGARA  |  MONDAY, 1 MAY 2017
... managed account (SMA) has debuted on the HUB24 platform. The Legg Mason Martin Currie Equity Income Strategy addresses retiree longevity risk and avoids the need to draw down on capital through retirement, according to Martin Currie chief investment ...

Millennials' financial heartache drives P2P lending

EMMA RAPAPORT  |  THURSDAY, 27 APR 2017
Poor rates on savings accounts, pricey property, and stock market volatility is leading an influx of millennial money to peer-to-peer lending. According to P2P lending platform RateSetter, millennials are coming in droves to seek out alternatives to ...

Industry fund teams with Challenger on retirement

EMMA RAPAPORT  |  THURSDAY, 27 APR 2017
Industry superannuation fund legalsuper is expanding its retirement product offering with the addition of two Challenger guaranteed income accounts. Both Lifetime and Fixed Term guaranteed income accounts will now be available - to provide members with ...