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Showing 1 - 8 of 8 results for "Wealth Partnership"

Insignia snags TAL executives for new retirement solutions team

MATTHEW WAI  |  MONDAY, 4 NOV 2024
Insignia Financial is creating a new team to drive innovation in retirement solutions for its MLC brand, to be led by TAL Australia's chief commercial officer Andrew Howard. Howard has been appointed as executive director, strategy and innovation. His ...

TAL names retirement and wealth lead

MATTHEW WAI  |  THURSDAY, 31 OCT 2024
TAL Australia has announced an in-house promotion to lead its team of product, investment and operational specialists. Shaun Bransdon has stepped into the role of general manager, retirement and wealth, a position that he will further develop and deliver ...

How super funds could better support members: Research

ELIZA BAVIN  |  MONDAY, 27 MAY 2024
New research from TAL has revealed the expectations of Australians approaching retirement versus the lived experience of retirees. The research, titled What I Wish I Knew About Retirement, surveyed 1000 Australians 55 and older and highlighted the important ...

Impact of debt on retiree confidence a mixed bag

CHLOE WALKER  |  TUESDAY, 12 DEC 2023
One in nine Australians expect to have more than $250,000 in debt when they retire, a new study by AMP shows, however separate research from TAL suggests debt in retirement is of little concern. A study commissioned by AMP has found that fewer than ...

How much your advice business will be worth in 2023

KANIKA SOOD  |  TUESDAY, 11 SEP 2018
... 0.75 multiple number is his "guesstimate", based on tax returns he has seen. Another speaker on the panel, The Wealth Partnership director Tony Rumble, contested Raftery's claim. "If practices are worth 0.75 times in 2023, there will be blood on the ...

Managed accounts forum to address vertical integration, best practice

STAFF WRITER  |  FRIDAY, 24 AUG 2018
... he said. Among the financial planning practices that will share their key learnings are Stanford Brown, The Wealth Partnership, Eikon Financial, Viridian Financial Group, Crystal Wealth and Partners Wealth. Tim Townsend, financial planner and partner ...

MDA provider builds custom solution

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
... with provider managedaccounts.com.au to create a bespoke solution. The MDA provider has partnered with The Wealth Partnership in what managedaccounts.com.au head of distribution and marketing Tony Nejasmic described as a reflection of growing demand ...

Ignition Wealth partners with SMSF administrator

ALEX BURKE  |  MONDAY, 23 MAY 2016
... administration, taxation, deed and transition services for SMSF advisers and accountants. Through the Ignition Wealth partnership, the firm will now offer automated advice. Triple A Super chief executive Brian Pedretti explained: "The rapid adoption ...
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