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The retirement income challenge – how much do your clients actually need?

Retirement signals one of the most important periods in an individual’s lifetime – once their work-life cycle begins, it is for many people a significant life-stage on the horizon. Even

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30 Mar 2023

Building portfolios to keep retirees invested

Building portfolios for retirees is one of the toughest tasks in finance. Retirees in typical defined contribution superannuation funds must transition from the mindset of simply growing a pot of

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15 Feb 2023

Milliman’s SmartShield managed accounts surpass $100m as advisers seek solutions to tackle market volatility

Milliman’s SmartShield managed accounts, which offer dynamic protection against market downturns, have passed $100 million in funds under management. This milestone shows growing demand among advisers and clients for a

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19 Oct 2022

Investors increasingly protecting portfolios in wake of rising rates and market volatility

Investors are exploring new ways to protect their portfolios in the face of rising inflation, central bank tightening, recession fears, and geopolitical instability. Australian and global shares were down 6.5

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15 Sep 2022

Milliman appoints new Head of Retail Distribution

Durand Oliver joins Milliman’s Australian office as Head of Distribution. Mr Oliver has more than 20 years’ experience in financial services in Australia and will play a key role as

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24 Mar 2021

Milliman and HUB24 launch solution to tackle market uncertainty

Milliman, Inc. a global consulting and actuarial firm, has launched its first range of managed account portfolios, with built-in protection against volatility and capital losses. The Milliman SmartShield series is

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04 Mar 2020

Milliman appoints retirement expert to lead retirement strategy and solutions

Milliman, a global actuarial consulting firm and leading provider of risk management and retirement services, has appointed retirement expert Amara Haqqani as director of strategy and solutions in Australia. Haqqani

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14 Feb 2019

Has longevity risk outlived its welcome?

A long life shouldn’t have to be a bad life. In fact, it’s almost always better than the alternative – premature death – but the financial services industry has people

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04 Oct 2018

Big data reveals the suburbs where Australia’s wealthiest and poorest retirees live

The Melbourne area of Stonnington is home to Australia’s biggest spending retirees, according to the latest Milliman Retirement Expectations and Spending Profiles (ESP) report. The average annual expenditure of Stonnington

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20 Sep 2018

Where to now: Australia’s advice industry at a tipping point?

After more than a decade working with Australia’s leading institutional players, Milliman is bringing its unique experience, sophisticated tools and big-picture thinking to bare for Australia’s advice community in an

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31 Aug 2018

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CPD: Consumer protection brief – advisers at the frontline of preventing financial abuse
Introduction Financial Abuse is a major societal problem, regarded by many observers, and some states, as a form of domestic violence. Although recognised in Commonwealth law, in most Australian jurisdictions [...]
CPD: A deep dive into Listed Private Equity Investments
Private equity (PE) is ownership of, or interest in, a corporate entity that’s generally not publicly listed or traded, although PE is increasingly backing listed companies where there are opportunities [...]
CPD: Global dividends play an important role in portfolio income
With the next move in interest rates likely to be downward, the importance of dividend income will be reinforced. And while Australian investors love their income producing blue chips – [...]
CPD: Top 10 tips for providing ethical advice
The Australian Financial Complaints Authority (AFCA) does more than hear complaints; it also provides tools to help financial advisers meet their legal and ethical obligations throughout the advice process. This [...]
CPD: Deceased estates and tax
Despite a perception that the use of trusts is the domain of the extremely wealthy, trusts can be used by a broad spectrum of clients to achieve a range of [...]