LIFESPAN

Financial planning

Large licensees are looking to take minority stakes in smaller ones as a way to retain a presence in the industry, but the smaller party needs to ensure it doesn’t create...

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...

Financial planning

Two of Australia’s largest licensees believe the removal of the safe harbour steps will have the greatest impact on advisers, but believe a new name is needed for the pro...

People & Products

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

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People & Products

Lifespan Financial Planning has launched a digital investing solution to support the mass market Australians who are priced out of receiving holistic personal advice from...

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Financial planning

Lifespan Financial Planning has penned an open letter to Prime Minister Scott Morrison and Opposition leader Anthony Albanese, setting out four key issues it would like t...

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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

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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Top 100

Money Management’s 2021 TOP Financial Planning Groups survey has confirmed that the number of financial advisers operating under the umbrellas of the largest groups has d...

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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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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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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days 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 2 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 ago

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

9 months 2 weeks ago