MILLIMAN

People & Products

Funds under management in Milliman’s SmartShield managed accounts have passed $100 million as advisers seek solutions to protect against volatility....

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Funds management

Contrary to claims that they exacerbated market movements, exchange traded funds provided stability and liquidity during last year’s market downturn, according to Millima...

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Financial planning

Managed accounts’ funds under management only experienced a modest increase of $0.42 billion to $79.91 billion at the end of June, according to data....

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Funds management

Managed accounts, and particularly separately managed accounts, grew strongly in the second half of last year, according to the latest IMAP/Milliman managed accounts cens...

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Funds management

The exclusive retail distribution arrangement will conclude at the end of the year which has been in place since 2005....

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People & Products

Retirement specialist Milliman and platform provider Advice Intelligence have been recognised by research firm Investment Trends with its Planning Software Innovation Awa...

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Financial planning

Managing volatility and drawdown are the keys to meeting long-term goals, according to Milliman....

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Financial planning

Funds under management in managed accounts increased by nine per cent to $5.4 billion for six months to 30 June, 2018, according to IMAP....

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Financial planning

New analysis by Milliman suggests that retirees’ age is just as strong an indicator of behaviour as income levels and casts doubt on common benchmarks....

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People & Products

Ignition Wealth’s digital engagement and advice solutions are set to combine with Milliman’s analytics, data and consulting functions in a new collaboration....

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Superannuation

The financial industry may have underestimated the dramatic fall off in retiree spending, according to Milliman’s analysis....

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Superannuation

Research from Milliman Inc. has found that a scheme encouraging older Australian couples to downsize their homes will likely help those couples with lower super balances....

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Financial planning

Research firm Milliman claims the newly revamped Australian Bureau of Statistics consumer price index data is not necessarily portraying the reality being lived by retire...

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Financial planning

New research has confirmed the degree to which Australian retirees pull in the purse-strings for fear of running out of money....

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Superannuation

Super funds are increasingly using derivatives for various investment purposes, with risk management/hedging topping the list, according to Milliman....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago