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|Showing 1 - 10 of 17 results for "Generation Life"|
|... competitor Magellan Asset Management also recently signed up for inclusion in the investment bond structure, via Generation Life's tax optimiser series.|
|Generation Life has awarded technology firm FRS a mandate to provide pricing and reporting for its investment bonds. Financial Risk Solutions (FRS) will provide an investment administration solution for its new investment-linked lifetime annuity and ...|
|Evergreen Consultants has launched a multi-asset portfolio with 18 external managers that is implemented via Generation Life's tax-effective structure. The Evergreen Responsible Growth Model is a tax-effective investment bond that will target a ...|
|... retirement income product provider Optimum Pensions, which this month signed a distribution deal with ASX-listed Generation Life. The final report from the Retirement Income Review, commissioned by the federal government, acknowledged the need for longevity ...|
|... second-most effective investment solution after superannuation, and a good alternative to Wills, according to Generation Life senior distribution manager Laura Salsbury. Speaking at Financial Standard 's first Technical Services Forum for the year ...|
|... salary increase to join a leading super fund." Kaizen works with Victoria Funds Management Corporation, REST Super, Generation Life, CCI Insurance, Equity Trustees, Prime Super, legalsuper, Zenith Investment Partners, Payton Capital, Cooper Investors ...|
|David Orford's Optimum Pensions has signed a five-year exclusive agreement with Generation Life to bring its retirement income product to the market. Generation Life will manufacture, administer, market and distribute an investment-linked pension ...|
|... Capital. In June 2019, Morphic was sold to Ellerston Capital. Furthermore, Coombe revealed its plans to launch the Generation Life Equity Income Fund - a tax-effective income fund for high net worth investors to take advantage of its existing bond business ...|
|... Linked) Award went to Optimum Pensions (Real Lifetime Pension). It also scored the Tools and Calculators Award. Generation Life is the winner of the Overall Investment Bond Excellence Award, Bond Estate Planning Award and Bond Child Policy Award. Australian ...|
|... and 169% increase in Japan sales. This is Foster and van der Veen's third job-sharing role. Prior to joining Generation Life as joint chiefs in January 2018, they worked at CBA as executive managers in the wealth management division, focused on strategy ...|
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The nation's wealth gap continues to widen as new research suggests Australia is among the richest in the world, rising up the ranks to record one of the largest gains in wealth in 2020.
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The Guardians of NZ Superannuation promoted a senior investment strategist to head of asset allocation.
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Citi has appointed a new head of research for Australia and New Zealand.
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Clients who claimed Commonwealth Bank financial advisers put them in expensive CMLA life insurance policies instead of cheaper alternatives have been asked to narrow their group definition.
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