Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 71 - 80 of 90 results for "Lifespan"

No longer doing it for the kids

JAMIE WILLIAMSON  |  TUESDAY, 3 OCT 2017
Leaving an inheritance for children is no longer a priority for retirees although seeking out financial advice to help navigate retirement is of high importance. Latest research from Challenger and National Seniors Australia shows 3% of over-50s intend ...

The changing face of underwriting

JAMIE WILLIAMSON  |  WEDNESDAY, 14 JUN 2017
... in calculating future life insurance premiums thanks to a North Carolina technology firm claiming its platform returns lifespan estimates more accurate than traditional methods. Lapetus Life Event Solutions recently developed CHRONOS, an end-to-end underwriting ...

Global investors missed turning point

DARREN SNYDER  |  TUESDAY, 3 JAN 2017
An Australian fund manager says the Global Financial Crisis clouded a crucial economic turning point that is beyond the powers of politicians, banks and geographies. Insync Funds Management chief investment officer, Monik Kotecha says in 2011 the world ...

NAB reduces fossil fuel exposure

ALEX BURKE  |  MONDAY, 14 NOV 2016
NAB's new corporate sustainability report positions the bank as the national leader in environmental, social and governance commitments. The 2016 Dig Deeper report promises a material decrease in the use of fossil fuel-based energy and a corresponding ...

Rethinking risk through goals-based investing

ALEX BURKE  |  TUESDAY, 13 SEP 2016
With the retirement income debate reaching an industry fever pitch, Alex Burke investigates a new approach to portfolio construction that aims to manage both sequence and longevity risk simultaneously. If you ask industry consultant John Wiseman, the ...

$1.6 million cap will not derail retirement

DARREN SNYDER  |  MONDAY, 12 SEP 2016
... 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 said it was important to remember ...

HUB24 FUA exceeds 120% growth

KERRIE SYDEE  |  FRIDAY, 15 JUL 2016
... record levels prior to the Fortnum FUA transfer at $343m. During the quarter HUB24 launched WealthGuard white label for Lifespan, signed eight new distributions agreements with licensee and introduced 89 new advisers to the platform. "Our new business ...

New wave of retirees to challenge advisers

KERRIE SYDEE  |  THURSDAY, 16 JUN 2016
The new wave of baby boomer retirees is set to dramatically change the direction of financial advice, argues industry consultant John Wiseman. According to Wiseman, advisers will be faced with a number of challenges as they search for solutions that ...

HUB24 signs white label deal with Lifespan

ALEX BURKE  |  MONDAY, 14 MAR 2016
HUB24 has announced a white label partnership with Lifespan Financial Planning. The agreement means HUB24 will now provide investment administration and managed portfolio services for the $1.5 billion advice network, which employs 140 authorised representatives ...

Matrix merger to place ClearView among top 10 licensees

LAURA MILLAN  |  MONDAY, 1 SEP 2014
... and would be among the largest advice conglomerates by number of planners, ahead of Yellow Brick Road, Wealthsure or Lifespan. Matrix shareholders are being offered $4.407 in cash and 8.776 ClearView shares (subject to performance conditions) per Matrix ...