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Showing 811 - 820 of 5270 results for "Life 439"

Time to throw out the antiquated lifetime annuity mindset

ANDREW MCKEAN  |  FRIDAY, 23 SEP 2022
Lifetime annuities have often been set and forget products - very stable, very predictable and linked to one asset with total inflexibility - but that's completely changed, Generation Life chief executive Grant Hackett said. The perception of traditional ...

AFA Thrive Conference kicks off

CASSANDRA BALDINI  |  WEDNESDAY, 21 SEP 2022
The Association of Financial Advisers' national conference is back in-person for the first time in three years, taking place on the Gold Coast. Delegates were welcomed to the conference by hosts Cara Williams from Sufficient Funds and Tim Ross from ...

Aware Super deepens TAL relationship

JAMIE WILLIAMSON  |  WEDNESDAY, 21 SEP 2022
Aware Super has expanded its mandate with TAL, with the insurer to now provide cover to VicSuper members as well. To date, VicSuper members' group insurance has been provided by MetLife and Aware Super's by TAL. However, members have been informed that ...

AMP cops $14.5m penalty over fees for no service

JAMIE WILLIAMSON  |  TUESDAY, 20 SEP 2022
Five AMP companies will pay $14.5 million for charging close to 1500 superannuation members fees for no service over the course of about three years. The Federal Court handed the fine to AMP Superannuation, AMP Financial Planning, Charter Financial ...

Continuity an increasing focus for family offices: Survey

CHLOE WALKER  |  THURSDAY, 15 SEP 2022
Citi Private Bank has highlighted the increasing focus on family unity and continuity in its 2022 Family Office Survey. According to the survey, the primary focus of family offices across the globe delineates two main types - those centred mainly on ...

2022 is the hardest year to retire: Report

CASSANDRA BALDINI  |  WEDNESDAY, 14 SEP 2022
According to new data, this year could be the most challenging in recent history to retire. Natixis IM shared its annual NIM Global Retirement Index (GRI) data and report named Danger Zone and said market downfall, low rates and inflation are taking ...

AFA award finalists named

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
Finalists for the 2022 Adviser of the Year award and the Female Excellence in Advice (FEIA) award have been announced by the Association of Financial Advisers (AFA), Zurich and TAL. Charles Badenach from Main Street Financial Solutions, Felicity Cooper ...

Legendary US adviser backs Lumiant

JAMIE WILLIAMSON  |  TUESDAY, 13 SEP 2022
Advice platform Lumiant has received backing from high-profile US financial adviser, investor and personal finance commentator Ric Edelman. While the size of the investment was not disclosed, the cash injection is expected to accelerate Lumiant's international ...

iExtend adds lead alliances role

JAMIE WILLIAMSON  |  MONDAY, 12 SEP 2022
iExtend has appointed a head of alliances, promoting one of its state distribution managers. Mark Stubbings has taken on the role, responsible for facilitating industry and association collaboration. Stubbings, who is well known in the advice industry ...

Practifi names senior director, go-to-market

CASSANDRA BALDINI  |  FRIDAY, 9 SEP 2022
Practifi has promoted Umesh Banga to senior director, go-to-market amid plans to expand its wealth management and superannuation products and strategy globally. Banga's current duties as director of advice solutions will carry over to the new executive ...