 JEREMY COOPER | TUESDAY, 24 APR 2018 Former Prime Minister Paul Keating conceded some years ago that the super system was not designed for people who were going to live over the age of 80. Read more  NICKI DOYLE , LIZ FORSYTH | TUESDAY, 11 JUL 2017 No matter what we're buying, we all want a good customer experience - we want to think 'wow'. As consumers, we're becoming increasingly aware of what great customer experience feels like and more vocal when we don't receive it. It's ... Read more  SAM MORRIS | FRIDAY, 24 MAR 2017 While growth assets are widely accepted in asset allocation decisions during the accumulation phase, many investors overlook the benefit allocating to shares can provide in the way of growing tax-effective income in the post-retirement phase. This paper ... Read more  JONATHAN STEFFANONI | FRIDAY, 24 MAR 2017 It is paramount that retirement income systems and the advisers, trustees and other fiduciaries responsible for their management strike a fine balance between individual freedom and subtle nudges or paternalistic interventions. Read more CRAIG RACINE | FRIDAY, 14 OCT 2016 As the post-war baby boomers continue their march towards retirement more than four million Australians have reached the 50 to 65 age group. Interest rates are at historical lows and, given a highly indebted world, likely to remain low for an extended ... Read more JOHN BURNETT , NICK WILKINSON | FRIDAY, 24 JUN 2016 While investment markets performed strongly from 2010 to 2014, there haven't been corresponding improvements in the projected retirement income adequacy for all groups, especially for couples. A key factor causing the somewhat mixed results is the ... Read more SHAUNA FERRIS | FRIDAY, 24 JUN 2016 There is a consensus of opinion: retirement income products which are currently available in the Australian market are not meeting the needs of our retirees. Too many people are seriously worried about the risk of outliving their savings. Read more JEFF ROGERS | FRIDAY, 24 JUN 2016 Designing appropriate investment strategies for retirees is more challenging today than it has ever been. In the past, nominal and real interest rates were higher while average life expectancy was shorter. Furthermore, a larger number of workers had ... Read more CRAIG HURT | FRIDAY, 24 JUN 2016 Regulation in our market is changing the way that retirement income solutions are built. This paper, developed with the global experience of both AXA Life Invest and AXA Investment Managers, looks at the requirements of individuals in retirement and ... Read more |
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Cover Story
Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.
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