GENERATION LIFE

Funds management

Generation Development Group has shared the outcome of its EGM regarding its plans to fully acquire Lonsec through remaining shares....

Funds management

Generation Development Group has announced it has entered into a binding agreement to acquire the remaining 61.9 per cent of Lonsec that it does not yet own....

People & Products

The firm has tapped Catherine van der Veen and Lucy Foster to jointly manage client relationships, onboard key partners and oversee the implementation of new clients in a...

Financial planning

Overwhelmed by options ahead of an expected $4.9 trillion intergenerational wealth transfer, less than a quarter of Australians over 50 have a plan in place on how to lea...

Features

With the majority of retirement savings left unspent when most Australians die, advisers are playing a pivotal role in the growing landscape of retirement income products...

People & Products

After the sun eventually set on their successful sporting journeys, these elite athletes continued to pursue new frontiers in financial services for their second careers....

Funds management

Taking place tonight, the 2023 Fund Manager of the Year Awards will crown this year’s Innovation Award of the Year to the most innovative financial services firm....

People & Products

Generation Life has revealed investment bond upgrades as well as enhanced features of its LifeBuilder, ChildBuilder, and FuneralBond solutions to support wealth transfers...

People & Products

Catherine van der Veen and Lucy Foster have resigned due to personal circumstances and Grant Hackett will take the helm....

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Awards

Maree Cridland, business development manager (BDM) for Generation Life, is the winner of Money Management’s and Super Review's Women in Financial Services award for BDM o...

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Awards

Having the flexibility to job-share their chief executive and managing director role has been a key decider in the career advancement of Generation Life’s Lucy Foster and...

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News

Money Management and Super Review awarded 12 women and an employer at the annual Women in Financial Services Awards....

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Funds management

A fund focused on providing tax effective returns has launched, aiming to offer investors a tax rate of nine to 11 per cent....

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Funds management

Generation life has announced the addition of two Legg Mason funds to its investment menu. ...

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Financial planning

Investment bonds could help Australian parents and grandparents save for the next generation’s financial future, according to Generation Life. ...

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MARKET INSIGHTS

Howard Elton

Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...

4 hours 48 minutes ago
Peter Robinson

This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...

4 hours 49 minutes ago
One foot out the door

Based on Deloitte’s numbers, growth from 15,819 to 16,708 is a gain of 889 advisers, representing 177 advisers each year...

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ASIC has secured travel restraint orders against a financial adviser while he is the subject of an investigation into alleged financial misconduct....

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