As investors move from the accumulations phase into retirement, what they expect and require from their investments change significantly. Lonsec’s Retire program is designed to explain some of these key issues and help advisers understand how they impact on the structure of portfolios and the different products in the marketplace that can support the goals of these investors.
Now in its 7th year, the program continues to grow and now includes nine partners supporting a wide range of educational materials and events.
The highlight of the program is the Lonsec Symposium, held annually in May. In 2020, a broad range of industry speakers and a line up of highly respected keynote speakers is expected to draw over 600 attendees to the International Conference Centre in Sydney.
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Fidelity International
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Fidelity International2020-11-05 22:22:242020-11-13 01:09:13Prudent Growth with Low-Volatility Equity Investing
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Gordon Toy
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Gordon Toy2020-11-04 13:04:002020-11-04 03:44:04Media Release: Lonsec Managed Accounts add over $100M in October
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Franklin Templeton
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Franklin Templeton2020-09-10 02:51:042020-09-10 02:52:14An Active Moment for Income InvestingThe Lonsec Retire program brings together thought leadership content from a selection of industry leading product and service providers. It offers financial advisers strategies and ideas to help provide better retirement portfolio solutions for their clients.
Our Retire Partners are able to share their global insights directly with Lonsec’s financial adviser community through regular articles and events.
Find out how you can partner with us.
Call us on 1300 826 395 or email info@lonsec.com.au.
Important information: Any express or implied rating or advice is limited to general advice, it doesn’t consider any personal needs, goals or objectives. Before making any decision about financial products, consider whether it is personally appropriate for you in light of your personal circumstances. Obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.