4+ day, 15+ hour ago  (307+ words) Speaking at the firm's Investor Day on 26 May, the company discussed its three strategic pillars: retirement leader, investment excellence and talented team and capabilities." Shares in the firm are up 22 per cent over the past 12 months versus gains of 3 per…...

1+ week, 2+ day ago  (294+ words) Allianz Retire+ has developed a "Two Chapter Retirement" after finding decision paralysis is hindering people"s future retirement." Many retirees can afford a comfortable retirement, it said, but are hesitating to spend their income, delaying their"decisions"and defaulting to…...

1+ week, 3+ day ago  (366+ words) Through the partnership, CFS'plans to roll out the largest expansion of its retirement offering'and introduce a whole-of-life retirement model designed to allow clients to transition from accumulation to retirement easier and with greater flexibility'and income security.' Looking at the role…...

2+ week, 2+ day ago  (390+ words) A recent study has found a strong connection between accessing professional financial advice and greater levels of confidence in retirement, however, over 40 per cent of older Australians are still turning to AI to guidance." A quantitative study of around 3, 000 Australians…...

3+ week, 2+ day ago  (276+ words) Betashares'has launched its latest addition to the Defined Income ETF range.' The 2031'Fixed Term Corporate Bond Active ETF'(31 BB) will provide'income-focused investors with exposure to a diversified portfolio of'Australian dollar denominated investment grade corporate bonds maturing in the 12 months'leading up…...

3+ week, 2+ day ago  (320+ words) Coulter joins from Allianz Retire+ where he was head of key accounts'for three years'developing key platform and licensee partnerships for the firm, and brings a deep expertise of the wealth management sector through his time spent at'banks and platforms, such…...

1+ mon, 13+ hour ago  (493+ words) The Retirement Philosophy'framework'is'designed to aid practices in developing a clear, consistent approach to retirement advice that is tailored to its clients.' For advisers, North said the framework will help them dig deeper in retirement discussions with clients'and address'six key risks…...

1+ mon, 3+ day ago  (887+ words) While in-person meetings were the rule 10 years ago, advisers are opting for a virtual existence in the post-COVID era, allowing them to'operate'with more flexibility and reduce operating costs.' Prior to 2020 and COVID lockdowns forced business to adapt to online operating'and…...

1+ mon, 6+ day ago  (887+ words) Annuities are being re-evaluated by advisers as retirement income pressures intensify, acting as a complement to traditional portfolio construction methods which are under pressure in volatile markets." Allianz Retire+s chief distribution and marketing officer, Catherine van der Veen, said…...

1+ mon, 1+ week ago  (387+ words) Iress has made its retirement income solution available to advisers on Xplan, designed in partnership with Challenger. The solution is designed to improve accessibility to retirement income products and support advisers in delivering better outcomes for clients approaching, and in,…...