|Search Results||Showing 1 - 10 of 19 results for "Wade Matterson"|
|... against downside risk in equity markets. The product is called Even Keel. As explained by Milliman practice leader Wade Matterson in Financial Standard's recent retirement income feature, it's based on the idea that in times of crisis and severe market ...|
|... sales and marketing for financial planning software provider CCUBE Integrated Wealth. Milliman Australia principal Wade Matterson said the firm is delighted to have Whelan joining in the new role. "Andrew's understanding of the financial advice landscape ...|
|Milliman practice leader Wade Matterson thinks the Australian wealth industry should be called to account for creating a raft of "very cheap, generic retirement income products based on a lot of averages." Matterson explained that Milliman analyses ...|
|... investment strategies and product solutions to achieve their goals in retirement," Milliman Australia practice leader Wade Matterson said. "The development of robo-advice has begun to gain traction in the superannuation industry in Australia, and we ...|
|... capabilities across marketing and member analytics, financial advice and retirement solutions. Milliman practice leader Wade Matterson said: "The experience Kevin brings to our business will support us through a period of growth. His broad industry experience ...|
|... volatility and limiting capital losses within a cost-effective MySuper structure. Milliman's Australian practice leader Wade Matterson said similar managed risk products have previously been confined to the post-retirement market or as discretionary ...|
|... change across the industry. "For the first time in many years, superannuation has become interesting again," says Wade Matterson, senior consultant at Milliman's Australian financial risk management practice. Macro trends such as the aging population ...|
|... and financial advisers have had to rethink their traditional planning techniques. Milliman Australia principal, Wade Matterson, said there is a short period of time where ongoing falls in Australian interest rates may assist or provide insulation to ...|
|... of 3.5%. It is attractive in comparison to a 10-year Treasury bond yielding 2%. Milliman Australia principal, Wade Matterson, said the company was doing its own research on the local market and expected numbers to be "slightly more pronounced." He said ...|
|... common withdrawal rate of 4% can be upped to 6% with a diligent risk management strategy. Milliman principal, Wade Matterson, said 4% was fine as a starting point and would typically survive to life expectancy and maybe a little beyond. "The problem ...|
Insurance in superannuation is now opt-in only for new members under the age of 25 and those with low account balances, after the government's Putting Members' Interest First super reforms passed through the Senate yesterday.
Intrust Super has relaunched its robo-advice offering, increasing the solution's speed while decreasing the user input requirements.
Brett Himbury, the chief executive of the $148 billion industry-super-owned fund manager, is stepping down after a decade in the role in a surprise announcement made this morning.
The Federal Court of Australia has found IOOF did not contravene the Superannuation Industry Supervision Act in the case brought against its APRA-regulated entities by the prudential regulator.
|Brought to you by|
|Keep up to date, don't be the last to know! Get the Financial Standard Daily Newsletter.|