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News

IFA
ifa.com.au > australians-aiming-for-big-retirement-balances-mlc

Australians aiming for big retirement balances: MLC - IFA

3+ day, 23+ hour ago   (466+ words) This data comes as the rest of the retirement and super sector tries lift confidence amid growing anxiety within the market and Australia faces down a ‘Silver Tsunami’ of retirees. According to the research, 35 per cent are aiming for $1.25 million…...

IFA
ifa.com.au > you-just-need-a-plan-mlc-makes-push-to-raise-retirement-awareness

'You just need a plan': MLC makes push to raise retirement awareness - IFA

6+ day, 1+ hour ago   (347+ words) MLC has returned to air with the second phase of its ‘A Lifetime in the Making’ brand campaign, taking a retirement message through the AFL and NRL finals. The brand story repositioned retirement as something built day-by-day rather than at…...

IFA
ifa.com.au > advisers-the-leading-source-of-retirement-information-tal

Advisers the leading source of retirement information: TAL - IFA

1+ week, 1+ hour ago   (404+ words) Financial advisers are the leading source of information for retirees who want to better understand their super and investments, at 39 per cent against 30 per cent who go to their super fund, TAL research has found. Among pre-retirees, the two are…...

IFA
ifa.com.au > the-future-of-ai-in-financial-advice-isnt-standalone-its-embedded

The future of AI in financial advice isn’t standalone. It’s embedded - IFA

2+ week, 2+ day ago   (293+ words) The document is simply the final output. That’s why the future of AI in financial advice won’t be defined by what AI can produce. It will be defined by what the AI can access. Everything in one place But advisers…...

IFA
ifa.com.au > advisers-drive-investment-bond-growth-for-generation-life

Advisers drive investment bond growth for Generation Life - IFA

2+ week, 2+ day ago   (335+ words) Overall, Generation Life saw a 35 per cent uptick in funds under management (FUM) up to $5.95 billion and annual gross sales surpassing $1.5 billion. Of particular note for Generation Development Group was the growing interest in investment bonds from advisers. “Demand for…...

IFA
ifa.com.au > us-v-aus-pe-firms-make-bid-for-equity-trustees

US v Aus: PE firms make bid for Equity Trustees - IFA

3+ week, 54+ min ago   (377+ words) According to an ASX announcement on 21 August, the proposed sale would be paid for by way of a scheme of arrangement at an indicative price of $24.75 cash per share, less any dividends are declared or paid. Founded in 2017, BGH is…...

IFA
ifa.com.au > interprac-exits-see-sequoia-sink-below-100-advisers

Sequoia sinks below 100 advisers - IFA

3+ week, 54+ min ago   (462+ words) The Financial Adviser Register (FAR) has continued to grow for a seventh consecutive week with a further 16 individuals in the week ending 20 August bringing the total advisers up to 15,146, according to Padua Wealth Data. This strong growth period has been…...

IFA
ifa.com.au > zurich-completes-clearview-acquisition

Zurich completes ClearView acquisition - IFA

3+ week, 3+ day ago   (592+ words) The deal, which was initially announced back in February, has officially been actioned via a members’ scheme of arrangement valued at around $416.8 million. ClearView shareholders will receive a cash consideration of $0.60 per share in addition to a fully franked dividend…...

IFA
ifa.com.au > allianz-retire-launches-direct-super-pathway-for-lifetime-income

Allianz Retire+ launches direct super pathway for lifetime income - IFA

3+ week, 3+ day ago   (400+ words) Advisers can now place clients into Allianz Retire+ guaranteed lifetime income solution using superannuation money without going through a platform, following the launch of Guaranteed Income for Life: Super+ (AGILE Super+). Allianz Retire+ said the pathway responds to adviser demand…...