The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 1 - 10 of 54 results for "Decumulation"

Aussies remain 'positive' about retirement: Challenger

MATTHEW WAI | MONDAY, 13 APR 2026

... retirement happiness. Challenger chief executive, customer Mandy Mannix said the findings reinforce that the shift to decumulation requires comprehensive support. "After decades of savings, we are asking retirees to do something that feels completely ...

Women to drive tailored advice demand: State Street

RIDDHIMA TALWANI | WEDNESDAY, 1 APR 2026

... Street said. The research said these are not a niche trend but a structural force shaping demand across accumulation, decumulation, advice and investment design. "Financial services firms that embed these considerations - through tailored income solutions ...

Challenger, Iress partner for retirement income solution

ELIZA BAVIN | TUESDAY, 28 OCT 2025

... for an integrated advice journey specifically for lifetime retirement income products, with an initial focus on the decumulation phase. It will encompass factfinding, product selection, income stream calculations, strategy modelling, advice generation ...

TAL, Challenger help launch MLC Retirement Boost

KARREN VERGARA | TUESDAY, 15 JUL 2025

... Insignia Financial chief executive Scott Hartley said until now the super industry has treated the accumulation and decumulation phases entirely separately, and "we don't think that accurately reflects how most people view retirement." "Gone are ...

Fitzpatricks names head of product

KARREN VERGARA | TUESDAY, 8 APR 2025

... ensure that our products and services continue to meet the needs of advisers and clients for both accumulation and decumulation." Fairweather added that his "stellar track record of large-scale product management and has successfully led cross-functional ...

State Super: In decline but doing fine

ANDREW MCKEAN | FRIDAY, 21 MAR 2025

... Livanas said. "Some of the smaller funds are actually suffering negative cash flows, much like we are." Navigating decumulation Livanas questioned the way investment performance is measured across the industry, pointing to the use of a time-weighted ...

Apex on local hiring spree

ELIZABETH FRY | THURSDAY, 6 MAR 2025

... fund from an accounting perspective, compared to private assets style fund administration," he said. Aside from the decumulation phase of the superannuation system, a key theme is the operating model - the right sort of architecture that is used to service ...

Shift needed in retirement income advice: Allianz Retire+

MATTHEW WAI | FRIDAY, 14 FEB 2025

... making the distinction between risk tolerance and risk capacity when determining risk factors for their clients in decumulation phase. "Many risk assessment processes conflate risk tolerance (psychological attitude to risk) with risk capacity, despite ...

AI can improve super fund value chain: CFA Institute

KARREN VERGARA | WEDNESDAY, 18 DEC 2024

... member engagement and promote financial wellness. AI can also assist trustees and advisers in navigating the crucial decumulation phase for plan members," he said.

SMSFs surpass $1tn milestone

MATTHEW WAI | WEDNESDAY, 27 NOV 2024

... for those individuals who want to take direct control of their retirement savings, whether in the accumulation or decumulation phase of superannuation, they have proved a very effective vehicle," he added. "Over nearly four decades we have seen the emergence ...

PAGE:

BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

Videos

Brought to you by

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

A guaranteed future

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

Maintaining a fundamental focus in a world obsessed with the short term

Follow the leaders

The market has changed. The opportunity hasn't.

Strength amid noise

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE