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LIFESPAN FINANCIAL PLANNING
Financial planning
It may be licensees’ responsibility to report internal dispute resolution regime data to ASIC next month, but they are reminding their advisers of the importance of keepi...
Financial planning
Looking at changes in adviser numbers since H2 2021 in terms of appointments and resignations, research reveals just two licensee groups report a net positive change....
Tools & guides
Anna Mirzoyan examines how grandfathering affects income support payments and how factors such as paying for aged care can impact them....
People & Products
Lifespan Financial Planning has appointed Tony Mantineo as the national practice consultant and head of Lifespan Partnership, a broad-ranging support service for self-lic...
Tools & guides
There is lots to consider when withdrawing lump sum amounts from superannuation, writes Anna Mirzoyan, especially if they want to recontribute it at a later date....
Features
Managed accounts have come a long way in the two decades that they have been growing in Australia, Liam Cormican writes, but the only thing holding them back is their com...
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...
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....
Tools & guides
Anna Mirzoyan explains the various payment options and considerations when it comes to advising clients on total permanent disability insurance....
Financial planning
Business growth has been challenged by regulatory noise, and statements of advice are the most burdensome compliance regime, according to a panel....
Tools & guides
As the end of financial year approaches, Anna Mirzoyan gives financial advisers tips and strategies to use with clients and the traps to avoid....
Features
Financial advisers have found the greatest benefit of the pandemic has been clients realising the value of their advice, writes Laura Dew, even if it meant them receiving...
Financial planning
Lifespan Financial Planning has launched 30 model portfolios on the BT Panorama platform....
Features
Although there is no set structure when it comes to practice management, advisers need to know what they want to achieve and how to best communicate their needs, Oksana P...
People & Products
Endorphin Wealth Management has a launched a new managed discretionary account service in collaboration with Oreana Portfolio Advisory Services, Lifespan Financial Planni...
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...