THE BIGGEST RISK YOU HAVE NEVER HEARD OF
La Trobe Financial’s Christopher Andrews discusses why sequencing risk is set to become the biggest hurdle faced by Australian retirees
Alex Burke
July 24, 2013
La Trobe Financial’s Christopher Andrews discusses why sequencing risk is set to become the biggest hurdle faced by Australian retirees
We are all living longer, which creates new risks for retirement that we all need to consider, says Stephen Duchesne, CEO of Endowment Bond Exchange.
Skaffold’s general manager Chris Batchelor reveals his top five tips to selecting the best companies for your client’s equity portfolio.
A concern for many clients saving for retirement is whether they have too much exposure to equities and not enough to bonds. However, building a portfolio targeting a defined outcome is more important and Liability Driven Investment (LDI) strategies are worth considering in this process.
The Future of Financial Advice (FoFA) reforms are already having an impact on the financial planning industry. Some planners are looking to reduce their reliance on outsourcing investment services through fund managers via an increase in direct equity services as well as separately managed accounts (SMAs).
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