LIFESPAN

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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People & Products

It has hired Brian Long as senior investment specialist – managed accounts to help support Lifespan’s managed discretionary account range....

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Features

There was support for increased standards in the financial advice industry, Chris Dastoor writes, but any goodwill was destroyed by FASEA in just a few years. Where did i...

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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...

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Features

Laura Dew explores how estate planning varies by age and what people need to do at each different stage of their life....

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Financial planning

The biggest financial planning group in Australia, AMP Financial Planning, has lost 157 advisers so far this year bringing its total adviser complement to less than 1,000...

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Financial planning

Although the industry continues to lose advisers, this week’s data from HFS Consulting has shown that the losses were lower compared year-on-year. ...

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Financial planning

The advice network has said the grandfathered commissions are a legitimate form of income and the ban would increase the cost of advice....

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Financial planning

Investors looking for tax-effective savings options other than superannuation may find investment bonds a useful alternative....

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