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Showing 691 - 700 of 1358 results for "Retiree"

Plato launches income-focused LIC

JAMIE WILLIAMSON  |  FRIDAY, 10 MAR 2017
Plato Investment Management is establishing its first listed investment company, responding to investor demand. The initial public offering for Plato Income Maximiser Limited (ASX:PL8) allows Australian investors to access an actively managed, diversified ...

Forward thinking must underpin advice: Vanguard

EMMA RAPAPORT  |  FRIDAY, 3 MAR 2017
Financial advisers should look beyond short term economic and geopolitical events to long term global trends, Vanguard global chief economist and investment strategy group head Joseph Davis says. Speaking at the fund manager's adviser roadshow in Sydney ...

Omega unveils equity income fund

KARREN VERGARA  |  TUESDAY, 28 FEB 2017
Melbourne investment manager Omega Global Investors appointed John Moore as portfolio manager of its new Omega Australian Equity Income Fund. Moore aims to target after-tax returns designed for specific outcomes, which include low volatility, low drawdown ...

AMP introduces pension calculator

JAMIE WILLIAMSON  |  WEDNESDAY, 22 FEB 2017
... available through its MyNorth allocated pension. Seen as the first of its kind in Australia, the tool calculates the amount a retiree can withdraw each year to ensure the longevity of their retirement savings, with the drawdown amount adjusted annually. ...

More firepower in Challenger play

DARREN SNYDER  |  WEDNESDAY, 22 FEB 2017
February's flood of half-year reports from listed retail investment managers conveys a critical narrative about the changing nature of wealth product manufacturers and their respective distribution strategies. As investment manager profits remain under ...

Mercer launches LifetimePlus 2.0

ALEX BURKE  |  TUESDAY, 21 FEB 2017
... penalty, from 30 days to two years. "These three design changes really improve the value proposition of LifetimePlus to the retiree," Mercer senior partner David Knox said. "Firstly, the revised investment strategy means that LifetimePlus provides great ...

Super must continue excellence path: O'Dwyer

JAMIE WILLIAMSON  |  FRIDAY, 17 FEB 2017
The superannuation system must be the best it can possibly be to ensure that every Australian is confident in controlling their own destiny. That was the overarching theme of Minister for Revenue and Financial Services Kelly O'Dwyer's address to the ...

Ironbark launches income solutions suite

ALEX BURKE  |  THURSDAY, 16 FEB 2017
... solutions that can deliver regular income, lower volatility and a focus on total returns, particularly in the pre- and post-retiree space. Over the course of 2017 and in response to investors' needs, we will launch an Australian equity and a global equity ...

Challenger hails major retirement partnership

ALEX BURKE  |  TUESDAY, 14 FEB 2017
Straight off the back of announcing record annuity sales of $2.2 billion in its half-year results, Challenger is partnering with an international investment manager to develop a global bond product for Australian retirees. The new partnership with Standard ...

Half of Australian households will be retire ready

EMMA RAPAPORT  |  TUESDAY, 7 FEB 2017
... an individual's superannuation savings, combined with personal assets and the Age Pension will enable an older, healthy retiree to be involved in a broad range of leisure and recreational activities and to have a good standard of living. A further 18% ...