Search Results | Showing 11 - 20 of 410 results for %22Link Advice%22 |
| | ... intergenerational wealth transfer opportunity by facilitating family conversations. More than half of advisers agreed that advice practices that demonstrate a strong understanding of responsible investing will be able to attract younger clients. Nearly ... |
| | | ... response to government calls for more flexible retirement solutions. Earlier this year, Allianz Retire+ inked a deal with Link Group to offer AGILE to all its super fund clients, making it available on Link's Pathfinder platform. More recently, the retirement ... |
| | | ... industry expert says. Optimum Pensions head of engagement Stephen Huppert told Financial Standard that it's time for the advice industry to knuckle down on how they can help clients achieve better outcomes in retirement by incorporating newer and ... |
| | | ... Thornton completed the initial build-up of the institutional business he had set up in 2020 with notable partnerships with Link Group and HUB24. An actuary, Thornton joined Allianz Retire+ in 2020 from Colonial First State, where he served as head of ... |
| | | ... Connectus also owns several local firms, including Aspiri Financial Services Group, Brady & Associates, George Ferizis Group, Link Financial Services Group, Financial Professionals, and the Westwood Group. |
| | | Link Group will reduce the number of positions on its board and has appointed a superannuation industry veteran to refresh the line-up to reflect massive changes to its business model. Mark Lennon joins the ASX-listed firm as an independent non-executive ... |
| | | ... can be incorporated within superannuation funds and account-based pensions. In April, AGILE was accessible to members of Link Group's superannuation fund clients via its Pathfinder retirement platform. Allianz Retire+ said with AGILE super funds can ... |
| | | ... opening, Treasurer Jim Chalmers said the Albanese government is taking a strong stance against blatant misconduct in the tax advice industry. "The PwC scandal exposed severe shortcomings in our regulatory frameworks that were largely ignored by the Coalition ... |
| | | iFactFind has partnered with a global financial advice technology provider, marking its fifth integration since launching in 2021. Voyant's financial advice platform AdviserGo has linked with iFactFind to help advisers minimise administrative tasks ... |
| | | ... internationally as it partners with a veteran financial adviser to mark its presence in Europe and the UK. The Perth-headquartered advice firm plans to aggressively expand in the near term as it reaches 47 staff in total. It currently has two advisers ... |
|