Effective retirement planning a key challenge for the industry

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Specialist investment research house Lonsec says advisers and investment managers need to review existing attitudes to retirement planning if they are to effectively meet the financial needs of the steadily ageing cohort of baby boomers. This was the message conveyed to the more than 500 Lonsec subscribers attending the recent Lonsec Adviser Roadshow held in […]

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Structural shift to fundamentally alter the provision of advice to retirees

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Specialist investment research house Lonsec, and global actuarial and consulting firm Milliman, believe strong catalysts and structural trends have emerged that will fundamentally alter the provision of financial advice to retirees. In a jointly authored white paper released today, they contend that the current financial advice model serving retirees is suboptimal. The white paper, entitled: […]

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New roles at Lonsec

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Lonsec is pleased to advise of the promotion of two key employees from the Lonsec business. With immediate effect, Amanda Gillespie has accepted the role of General Manager, Research. In this role Amanda will lead Lonsec’s extensive research team, which is comprised of more than 30 highly experienced analysts, most of whom have had long […]

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