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Showing 971 - 980 of 1358 results for "Retiree"

Stakeholders form retirement panel to assist advisers

LAURA MILLAN  |  THURSDAY, 24 OCT 2013
Industry stakeholders have formed a Panel for Retirement that will assist advisers in meeting the investment needs of their clients through white papers and research. The panel is formed by Lonsec Research, Milliman, BT Investment Management, Colonial ...

Brumby lauds Cbus board pay disclosure

JAMES FERNYHOUGH  |  WEDNESDAY, 23 OCT 2013
... (AIST) Fund Governance Symposium, Brumby also discussed gender inequity, board diversity, and the current inadequacy of retiree funds. He said the amount retirees are currently retiring on is "no way near enough," adding that rising longevity means retirees ...

Cbus, FPA explain their referral deal

JAMES FERNYHOUGH  |  MONDAY, 21 OCT 2013
The Financial Planning Association of Australia (FPA) and Cbus explain how their pilot professional advice referral service will work. First of all, it will run from January to June 2014 and be available to Cbus members in Queensland, South Australia ...

Pre-retirees won't meet goals without equities

MARK SMITH  |  THURSDAY, 17 OCT 2013
Investors approaching retirement will be unlikely to meet their income needs without a reasonable allocation to equities, according to investment professionals. Traditionally, investors approaching retirement have been advised to reduce their equity ...

70 pct retirees see advisers

LAURA MILLAN  |  TUESDAY, 15 OCT 2013
Clients prefer face to face interaction, like long statements of advice, want to receive financial advice and are 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 ...

netweath platform to host SSgA Retirement Solution funds

JAMES FERNYHOUGH  |  MONDAY, 14 OCT 2013
State Street Global Advisors' (SSgA) Retirement Lifestyle Solution funds will soon be available on the netwealth investment platform. SSGA said the netwealth launch is the first step in making the strategies available to financial advisers and direct ...

UK retirees have more debt

ALEX DUNNIN  |  THURSDAY, 10 OCT 2013
... month with no income leftover but in 2013 this ratio had fallen to 33%. The analysis further showed, however, that this retiree group was drawing on their savings at higher levels. "[They] have seen their savings pot halved over the last 12 months as ...

Cognitive function, consumption biggest SMSF risks

ALEX DUNNIN  |  FRIDAY, 4 OCT 2013
... opt for a "modest" retirement lifestyle who would see their superannuation last 30 years. The analysis demonstrates that retiree lifestyle choices have potentially much bigger impacts on how long their retirement income lasts than do investment returns ...

NAB launches new set of real return portfolios

ALICE URIBE  |  WEDNESDAY, 2 OCT 2013
As part of its first new product launch since Jonathan Armitage took over as CIO in March, National Australian Bank's (NAB) MLC has launched a new set of real return portfolios that aim to deliver returns above inflation for investors. MLC Investment ...

Australians clueless about age pension

JAMES FERNYHOUGH  |  THURSDAY, 19 SEP 2013