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

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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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CPD: Building portfolios to keep retirees invested

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

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

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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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Milliman appoints new Head of Retail Distribution

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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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Milliman and HUB24 launch solution to tackle market uncertainty

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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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Milliman appoints retirement expert to lead retirement strategy and solutions

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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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Has longevity risk outlived its welcome?

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

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

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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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