MILLIMAN

Superannuation

Financial planners need to communicate future uncertainty in a nuanced and careful manner, according to Milliman....

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Superannuation

Inflation is an important factor to consider in portfolio construction but it is far from an accurate measure for retirees, according to the Milliman Retirement ESP....

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Superannuation

Milliman has released research to analyse the future state of the retirement income market across the Asia-Pacific region....

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Superannuation

Retirement guarantees do not always provide a benefit and could return less over the retiree’s lifetime than a product with no guarantees, according to Milliman’s study....

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Financial planning

Automated investment advice is mirroring traditional advice by delivering product-led solutions when it should be broadening its scope to improve quality of advice....

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Funds management

A new type of fund, which emerged after the global financial crisis, would require a goals-based advice framework, according to Milliman....

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Superannuation

Concerns around maintaining the same lifestyle in retirment were expected to become the most significant issue for superannuation funds, according to Milliman’s study....

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Funds management

Insurance companies cited economic profit and loss volatility management as the top reason for using derivatives, according to Milliman....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago