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. ...

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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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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 1 week ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 1 week ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 weeks 4 days ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

3 weeks 2 days ago

Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

2 weeks 5 days ago