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Probability is power but numbers alone can’t change behaviour

Uncertainty is a fundamental part of investing. The outcome of fluctuations in economies, markets, asset classes, regulations and investor behaviour is never more than a probability. Monte Carlo simulation can

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20 Oct 2017

Super funds: Learn more about members or risk regulatory intervention

The prudential regulator has warned super fund trustees to provide concrete evidence that they understand what their members want before making decisions on their behalf. The call was made by

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29 Sep 2017

Super funds: learn more about members or risk regulatory intervention

The prudential regulator has warned super fund trustees to provide concrete evidence that they understand what their members want before making decisions on their behalf. The call was made by

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22 Sep 2017

Retirement guarantees – are they worth it?

Freed from the constraints of compulsory annuity purchase, customers in the UK retirement market have entered a brave new world of choosing for themselves which retirement product is best for

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23 Mar 2017

Why the industry’s “comfortable retirement” measures are wrong

The superannuation industry has placed an extraordinary emphasis on helping members achieve a “comfortable” retirement given it has so little information about what it actually means. What we do know

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17 Mar 2017

Why the automated advice industry can’t leave goals behind

The rise of automated advice and new technology is changing the face of financial planning. It is offering low-cost advice to investors who previously couldn’t afford it and bolstering the

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07 Feb 2017

How the new “objective of superannuation” legislation will change funds

The superannuation system is now set to have a clear legislative purpose– and it is one which raises a raft of new questions. Almost 25 years after the government introduced

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15 Nov 2016

Objectives-based advice: revolution or fad?

It may come as a surprise to investors that financial advice has historically tended to have little relationship to their goals. Rather, it has had much more to do with

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07 Oct 2016

Building better default retirement products

The financial services industry can learn an important lesson from the surprise Brexit vote, according to Milliman Australian practice leader Wade Matterson. The British public’s decision to leave the European

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01 Aug 2016

Milliman hires key Superannuation industry executive

Milliman, the global actuarial consulting firm and leading provider of risk management and retirement services, yesterday announced the appointment of a key industry superannuation executive, responding to increasing demand for member-focused

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29 Jun 2016

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CPD: The structural advantage of US middle market private credit
Private credit has moved from a niche institutional allocation to a mainstream component of modern portfolio construction. It offers advisers a compelling way to enhance income, diversification and portfolio resilience. [...]
CPD: Rupture and resilience
The global economy is no longer gliding along a familiar path of ongoing globalization and increasing integration. In the words of Canadian Prime Minister Mark Carney, the world is undergoing [...]
CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]