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52 search results for: Lonsec Retire

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Thank you for attending the Lonsec Retirement Symposium

Thank you for joining in the conversation Thank you for attending this year’s Retirement Symposium and joining in the conversation. We hope you found the insights into why “Not All Income is Created Equal” and an improved understanding of the real-life income needs of retirees will be of benefit in your practice and when building […]

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Lonsec’s Retire program to focus on helping advisers withstand the coming retirement storm

With Australia’s economic expansion under threat, house prices falling, and a wave of people set to retire over the next decade, financial advisers are under pressure to provide advice and solutions that can withstand Australia’s future retirement challenges. Lonsec’s Retire program addresses the growing need for the financial services industry to work together to come […]

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Lonsec 2020 Award Winners Confirmed!

Congratulations to all of the award winners and finalists for this year’s SuperRatings and Lonsec Fund of the Year Awards Dinner. A full list of the awards is available below. Lonsec Disruptor Award Drawn from the Lonsec rated universe, products or issuers who have challenged the status quo. Winner Vanguard Finalists Allianz Retire+ VanEck Vectors MSCI […]

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Combining retirement and behavioural biases can be a dangerous mix

Many behavioural studies have shown there are several traits and biases that can impede us from making reasonable decisions about everything from what to eat to how to invest. Understanding these biases and considering whether they may be negatively impacting decisions can be beneficial when implementing long-term investment plans. These studies show, in general, people have asymmetric […]

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Lonsec Award Nominees Confirmed!

In addition to the SuperRatings honours, Lonsec will also present a number of awards recognising excellence across the broader wealth management industry: Lonsec Disruptor Award Drawn from the Lonsec rated universe, products or issuers who have challenged the status quo. Finalists Allianz Retire+ VanEck Vectors MSCI International Sustainable Equity ETF Vanguard Lonsec Investment Option Award […]

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The role of annuities in retirement portfolios

“How much can I spend?” This question lies at the heart of so many conversations between a retiree and their adviser. Although not explicitly stated, this simple question ties in to so many other related concerns – Can I spend enough to be comfortable? Will I run out of money? What are my options if […]

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