Search Results | Showing 31 - 40 of 57 results for %22LifeSpan Financial Planning%22 |
| | Synchron and Lifespan Financial Planning have thrown their weight behind a radical policy suggestion from the Association of Independently Owned Financial Professionals (AIOFP). The dealer groups put their names to a document by AIOFP executive director ... |
| | | ... numbers. Interprac and Sequoia both gained financial advisers due to acquisitions, picking up 38 and 20 respectively. Lifespan also gained 36, Ord Minnett gained 26, Nextplan gained 23, Insight gained 20 and Fortnum added 18. |
| | | ... were as small as $20. Two individuals donated $10,000. One of the individuals who donated $10,000 was Lifespan Financial Planning executive chair John Ardino. The other is not on record, but Financial Standard has reason to believe it was the head of ... |
| | | ... privately-owned dealer group has strengthened its compliance capabilities with a hire from MLC Wealth. Lifespan Financial Planning has appointed Anna Mirzoyan to the newly created role of compliance and technical officer. In her new role, Mirzoyan will ... |
| | | ... transitioning to an individual AFSL and has appointed a national practice consultant to lead the initiative. Lifespan Financial Planning will launch Lifespan Partnership in February 2020, offering firms a suite of AFSL support services including compliance ... |
| | | ... Marty Switzer's Contango Asset Management has won a mandate from a financial advice dealer group. Lifespan Financial Planning made a $20 million inaugural allocation to a global large cap strategy managed by WCM Investment Management. WCM is headquartered ... |
| | | ... security losses consumers will face as their investments and super products are closed down." Last month, Lifespan Financial Planning threw its financial support behind the fight to retain grandfathered commissions. Lifespan executive chairman John Ardino ... |
| | | Lifespan Financial Planning has thrown its financial support behind the fight to retain grandfathered commissions. It has contributed $10,000 to the Adviser Regulatory Fund set up by the Association of Independently Owned Financial Professionals to ... |
| | | ... What consumers really think, found Australians view cost as the main barrier to accessing advice. Lifespan Financial Planning chief executive Eugene Ardino says at the same time research revealed Australians view advice as too expensive, the industry ... |
| | | ... Magnitude lost 79 advisers, going from 116 to just 37. Viridian picked up 76, after buying 90 advisers from Westpac. While Lifespan, Affinia and Paragem gained from Westpac's exit, a further 147 former Westpac advisers have so far failed to join another ... |
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