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GENERATION LIFE
Funds management
An increased number of products rated following the boom in private markets funds have seen revenue at Lonsec Research & Ratings rise to $21.4 million. ...
Financial planning
A concerted effort by Generation Life to target financial advisers has paid off as the firm reports “exceptional” inflows for the September quarter. ...
Financial planning
Advised Australians are twice as likely to be happy with their financial situations than unadvised consumers, according to Generation Life, but cost and trust are holding...
Funds management
A former director of research house Lonsec has joined the board of GDG as a non-executive director....
Funds management
Generation Development Group has shared the outcome of its EGM regarding its plans to fully acquire Lonsec through remaining shares....
Funds management
Generation Development Group has announced it has entered into a binding agreement to acquire the remaining 61.9 per cent of Lonsec that it does not yet own....
People & Products
The firm has tapped Catherine van der Veen and Lucy Foster to jointly manage client relationships, onboard key partners and oversee the implementation of new clients in a...
Financial planning
Overwhelmed by options ahead of an expected $4.9 trillion intergenerational wealth transfer, less than a quarter of Australians over 50 have a plan in place on how to lea...
Features
With the majority of retirement savings left unspent when most Australians die, advisers are playing a pivotal role in the growing landscape of retirement income products...
People & Products
After the sun eventually set on their successful sporting journeys, these elite athletes continued to pursue new frontiers in financial services for their second careers....
Funds management
Taking place tonight, the 2023 Fund Manager of the Year Awards will crown this year’s Innovation Award of the Year to the most innovative financial services firm....
People & Products
Generation Life has revealed investment bond upgrades as well as enhanced features of its LifeBuilder, ChildBuilder, and FuneralBond solutions to support wealth transfers...
People & Products
Catherine van der Veen and Lucy Foster have resigned due to personal circumstances and Grant Hackett will take the helm....
Awards
Maree Cridland, business development manager (BDM) for Generation Life, is the winner of Money Management’s and Super Review's Women in Financial Services award for BDM o...
Awards
Having the flexibility to job-share their chief executive and managing director role has been a key decider in the career advancement of Generation Life’s Lucy Foster and...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...