LIFESPAN

Financial planning

Two industry professionals have shared lessons for self-licensed firms amid the debate over scaling up a financial advice business....

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. ...

image
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...

image
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...

image
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...

image
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 ...

image
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...

image
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...

image
Financial planning

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

image
Financial planning

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

image
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....

image
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....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Shareholder

Get rid of the rest of the old guard to clean up the culture, then you might have a chance....

3 days 11 hours ago
Ray Mitchell

The previous directors and managers of both Dixon Advisory and the ultimate holding company Evans and Partners should be...

3 days 23 hours ago
Old Fella

Why would any Licensee invest in educating and training new advisers, when as soon as the handcuffs come off, they will ...

4 days 3 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

4 days 13 hours ago

ASIC has obtained interim orders from the Federal Court to freeze the assets of a registered managed fund and prevent its former director from leaving Australia. ...

3 weeks 5 days ago

The $280 billion Australian Retirement Trust is the first superannuation fund off the block to report its performance for the 2023-24 financial year....

2 weeks ago