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Showing 21 - 30 of 90 results for "Lifespan"

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
... funds under advice. Alliance Wealth (279), Count Financial (271), Ord Minnett (269), Capstone Financial Planning (259), Lifespan Financial Planning (258), SMSF Advisers Network (241), Fortnum Private Wealth (213), Shaw and Partners (174), and Infocus ...

In need of repair: Gender stereotypes and advice

KARREN VERGARA  |  TUESDAY, 7 MAR 2023
If a male and female customer, each experiencing the same car troubles, take their vehicles for repairs to the same mechanic, who is more likely to get ripped off? That a woman will end up paying more is a tired cliché that continues to play out in ...

Advice firm launches Sharia-compliant platform

CASSANDRA BALDINI  |  THURSDAY, 2 MAR 2023
... minimum investment of $5000 and it said an account can be opened in as little as five minutes. The portfolio is managed by Lifespan Financial Planning's investment committee, while the solution is underpinned by OpenInvest. Meezan Wealth Management founding ...

Optimum Pensions urges super trustees to insure mortality risk

ANDREW MCKEAN  |  TUESDAY, 28 FEB 2023
Optimum Pensions has urged super trustees to insure life expectancy and mitigate mortality risk to meet Retirement Income Covenant objectives. Optimum Pensions' ' The difference between insured and uninsured retirement products ' whitepaper said trustees ...

Lifespan welcomes markets veteran to investment committee

CHLOE WALKER  |  TUESDAY, 13 DEC 2022
... The privately-owned financial advice network has appointed high profile financial markets veteran Jonathan Pain to the Lifespan Investment Committee. Pain brings over 38 years of international investment experience and has led investment teams in London ...

Financial advice among most qualified professions: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
... formal qualifications in Aged Care and one in 10 have specialist qualifications in economics. According to the review, Lifespan Financial Planning has the largest percentage of advisers with a Masters degree at 17%. This is followed by Interprac Financial ...

Australians worry about retirement - and maybe they should

ANDREW MCKEAN  |  TUESDAY, 8 NOV 2022
... planners to determine retirees' possible planning horizons is average life expectancy. In other words, an estimated lifespan based on 50% confidence," the report said. "Prudent financial planners know that approximately half of the population will ...

ASIC issues stop order on third property fund

CASSANDRA BALDINI  |  FRIDAY, 30 SEP 2022
... immediate access to capital or with a need for preservation of capital that accrues capital gains and losses over the lifespan of the investment. ASIC also found that APIL did not meet the information requirements for the TMD. "APIL also did not meet ...

Lifespan partners with OpenInvest to launch advice solution

ANDREW MCKEAN  |  FRIDAY, 3 JUN 2022
Lifespan Financial Planning has launched a digital investing solution to help bridge the advice gap. The new digital investing solution will support the mass market of Australians priced out of receiving holistic advice from a financial adviser. Lifespan ...

Rate rise exposes adviser knowledge gap

CHLOE WALKER  |  WEDNESDAY, 25 MAY 2022
... of recent years, it's no surprise there is a vacuum of experience in dealing with issues we haven't seen in some time, Lifespan Financial Planning chief executive Eugene Ardino says. But it doesn't necessarily spell doom and gloom for clients, he adds. ...