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Showing 671 - 680 of 1242 results for "Retirees"

How a niche can add value

MARK SMITH  |  THURSDAY, 6 OCT 2016
... adopting a more niche business model aimed squarely at those in or approaching retirement. "We specialise in pre- and post-retirees so with an ageing population, we feel like demand for our advice will only increase," he said. Reed added that his firm ...

Next wave of super legislation rolls in

DARREN SNYDER  |  WEDNESDAY, 28 SEP 2016
... also: Encourages the development of innovative retirement income products to provide more choice and flexibility for retirees; Attempts to ensure that transition to retirement income streams are accessed for the purpose for which they were designed and ...

Well-known stockbroker launches own SMAs

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2016
... safety mechanisms including the option to hold 100% cash if things get really hairy. But conservative investors including retirees still need performance, and stand to benefit from an allocation to growth," said Padley. Meanwhile, the MT Equity Income ...

Rethinking risk through goals-based investing

ALEX BURKE  |  TUESDAY, 13 SEP 2016
... "might sound like an exciting prospect, but running out of money is going to be a very real scenario and major concern for retirees," which means that financial services will "be on the frontline and need to prepare themselves now for a wave of enquiries ...

$1.6 million cap will not derail retirement

DARREN SNYDER  |  MONDAY, 12 SEP 2016
... McCulloch, said the estimate is far from perfect and many individuals will expect more in retirement, "but it does give retirees a starting point." A lifespan of 95 years lowers the probability that a $50,000 annual income will last to 80%. McCulloch ...

A former PM, a Harvard professor and an adventurer to headline AFA conference

KERRIE SYDEE  |  FRIDAY, 9 SEP 2016
... Australians. Her research focuses on promoting retirement planning and identifying predictors of retirement adjustment for retirees. Earl will be involved with the plenary session with Graham Rich, dean of PortfolioConstruction Forum & Stephen Halmarick ...

Alpha-beta split allows better asset allocation

DARREN SNYDER  |  THURSDAY, 8 SEP 2016
... year. McHugh said the balanced option cut was a tough decision because the balanced option is where the majority of their retirees over 60 are currently allocated. But to increase the returns the fund would to increase the risk and increase its fees. ...

Mason Stevens delivers new SMA offering

JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2016
... they hold," said Mason Stevens' managing director Thomas Bignill. Bignill said the investment strategy is ideal for pre-retirees, retirees and SMSF trustees who lean towards a greater concentration risk to equities. "By investing in high quality short ...

Digital advice an economic problem

DARREN SNYDER  |  TUESDAY, 30 AUG 2016
... McPherson said. He points out members in the 35 to 44 age group generally have the same number of member benefits as pre-retirees, yet there is four times the number of member accounts in the younger age bracket. McPherson said the younger age group ...

Retiree expenditure remains modest: study

DARREN SNYDER  |  TUESDAY, 23 AUG 2016
A new study of retiree expenditure answers some myths and fears about what retirees need to live on and will help shape future superannuation policy. Research commissioned by the Australian Institute of Superannuation Trustees (AIST) and conducted by ...