EUGENE ARDINO

Financial planning

With the growth in micro-AFSLs and self-licensing, Lifespan chief executive Eugene Ardino is looking to double the number of AFSLs it services through its Lifespan Partne...

People & Products

Lifespan Financial Planning has appointed market commentator Jonathan Pain to its investment committee. ...

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Features

Business processes, succession planning and system efficiency are among areas that advisers can focus on this year thanks to a lull in regulatory change, writes Oksana Pa...

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Financial planning

The financial planning industry needs to demonstrate its stability in order to attract younger entrants and make financial advice attractive as a long-term career for the...

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Financial planning

This year advisers will have help clients manage the impact of market events on their portfolios and position for what could be a very turbulent year, Lifespan Financial ...

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Financial planning

Despite being a rewarding career path, it is becoming tough to encourage new entrants to train as a financial adviser, according to Lifespan Financial Planning....

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Financial planning

The Government does not deserve credit for fixing “no brainer” issues in the industry and needs to acknowledge that it can regulate an industry out of existence, accordin...

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Financial planning

The complexity of compliance frameworks for financial advice makes it more difficult to be a multidisciplinary adviser....

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Financial planning

Servicing retail clients has become more and more risky for several advice groups due to the complex compliance requirements....

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Features

Running a financial advice practice has never been harder, Jassmyn Goh writes, and advisers must find efficiencies and restructure their revenue sources to deliver their ...

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Financial planning

Giving once-off advice is still costly for advisers to provide and will not solve the pricing issue which has come out of the rising cost of advice....

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People & Products

Adrian Caspar will return to the financial adviser network to be its risk and compliance lead, as the industry deals with evolving legislative requirements....

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Features

It has been three years since the Royal Commission but, Chris Dastoor writes, financial advisers are still being held in poor light by politicians despite a low level of ...

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Financial planning

The next 12 months will see more clients being orphaned as advisers struggle to justify certain clients under the ongoing fee arrangements, according to Lifespan. ...

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Financial planning

Under 1,800 advisers have failed the exam and a quarter of those have failed twice or more, and an industry extension to September would have helped practices that had no...

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Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

1 day 8 hours ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

1 day 10 hours ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

4 days 10 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago