Search Results | Showing 1 - 10 of 65 results for "Investment bonds" |
| | | ... retirement income solutions and continued need for financial advice are expected to support demand across our investment bonds and LifeIncome products, managed accounts and research businesses over time," Generation Development Group chief executive ... |
| | | | ... wealth transfers are no longer straightforward. Tax optimisation is key Generation Life offers advisers a suite of investment bonds that are designed to answer the need for flexibility and, at the same time, greater certainty within the tax paid bond. ... |
| | | | ... due to heightened cost to cover ongoing delays on tech transitions. Specifically, the integration of W&CM's investment bonds businesses, Australian Unity Life Bonds (formerly IOOF) and Lifeplan Australia Friendly Society, have experienced delays ... |
| | | | ... capabilities. Meanwhile, Generation Life's investment-linked IRIS will be integrated onto FirstChoice and investment bonds onto FirstChoice and CFS Edge, which will be brought forward by BlackRock's investment capabilities to deliver those products. ... |
| | | | ... diversification within a long-term investment structure. "We're seeing more parents and grandparents use investment bonds as a structured way to build wealth for the next generation, whether that's helping their kids with home deposits, supporting ... |
| | | | ... lot of pressure." Setting the rules While trusts are popular vehicles, many advisers are also looking towards investment bonds as an option for more complex matters because of the rules that can be set around their use. KeyInvest chief executive Craig ... |
| | | | ... Life's continued investment in growing its distribution footprint and supporting advisers with solutions such as investment bonds and retirement products," he added. Rozis brings close to a decade of experience in funds management and platform distribution ... |
| | | | ... leading position with 60% market share of inflows", which was supported by a record number of advisers using investment bonds, it said. The business remains "very confident" on the structural growth opportunity ahead, including some of the incoming tax ... |
| | | | ... integration of Lonsec (2024) and Evidentia (2025), and contributing to the growth of the group's subsidiaries GenLife (investment bonds) and Evidentia (managed accounts) into scalable, capital-light platform," he said. "Terence will remain with GDG through ... |
| | | | ... such as Perennial offering a retirement "income model" and life insurers in the market with an alternative in investment bonds. But while many Australians are engaging with these products, many are not. In addressing this, the solution lies in education ... |
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