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Showing 901 - 910 of 1242 results for "Retirees"

Cbus, FPA explain their referral deal

JAMES FERNYHOUGH  |  MONDAY, 21 OCT 2013
... around retirement, the requirement for advice will inevitably grow noting a recently released study revealed 70% of post retirees seek financial advice. While the Cbus-FPA referral model is expected to be a cost effective way to meet this need but not ...

Pre-retirees won't meet goals without equities

MARK SMITH  |  THURSDAY, 17 OCT 2013
... But with life expectancy increasing and cash and passive fixed income assets paying next to nothing, not only do pre-retirees need to have a far larger nest egg than ever before, they also need to take more risk to achieve it. "It's no longer safe to ...

70 pct retirees see advisers

LAURA MILLAN  |  TUESDAY, 15 OCT 2013
... willing to trust their advisers. The above is not a snapshot of the Aussie market in the 60s, but a portrait of how pre-retirees think today. "Pre-retirees are the number one opportunity for financial advisers," Colonial First State general manager of ...

netweath platform to host SSgA Retirement Solution funds

JAMES FERNYHOUGH  |  MONDAY, 14 OCT 2013
... targeting distinct periods in an investor's life: working years in the lead-up to retirement, active retirement; and retirees aged 80 plus. The portfolios are expected to be used both for specific retirement planning but also by investors wanting a tangible ...

UK retirees have more debt

ALEX DUNNIN  |  THURSDAY, 10 OCT 2013
UK retirees are using higher proportions of their retirement savings to pay off debt, reveals the Spring 2013 UK Aviva Real Retirement Report. "Despite the increasing tendency to work past the old Default Retirement Age of 65, it seems more people are ...

Cognitive function, consumption biggest SMSF risks

ALEX DUNNIN  |  FRIDAY, 4 OCT 2013
... reinforce their place as the premier and most dominant segment. But it was the report's analysis of how long after retirement retirees' nest eggs would last that was the most profound aspect of the analysis as it showed that retirees living "comfortable" ...

NAB launches new set of real return portfolios

ALICE URIBE  |  WEDNESDAY, 2 OCT 2013
... allocations within Inflation Plus shift more than traditional funds, providing the benefit of more reliable outcomes for retirees and other investors," MLC said. MLC Inflation Plus offers three investment portfolios: MLC Inflation Plus - Conservative ...

Australians clueless about age pension

JAMES FERNYHOUGH  |  THURSDAY, 19 SEP 2013

Retirees see silver lining of slowing mining boom

JAMES FERNYHOUGH  |  THURSDAY, 19 SEP 2013
... according to Plato Investment Management managing director Don Hamson. These higher dividends will particularly benefit retirees, who pay zero tax on income, and therefore see the full benefit of the franking credit system. "I think the silver lining ...

AMP to launch zero tax equities income fund

JAMES FERNYHOUGH  |  THURSDAY, 12 SEP 2013
... AMP Capital is set to launch a new Australian equities fund aimed at maximising income for zero tax investors such as retirees. The Australian Equities Income Fund is tailored to those paying no tax on investment earnings by maximising returns from dividends ...