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Showing 41 - 50 of 90 results for "Lifespan"

Advisers filter clients via ethical lens

KARREN VERGARA  |  FRIDAY, 21 MAY 2021
... advisers putting ethics, empathy and compassion at the forefront of their business practices. Crabbe told yesterday's Lifespan Financial Planning National Conference that some advisers are facing the dilemma of having to let go of clients and therefore ...

Adviser numbers at five-year low

KARREN VERGARA  |  FRIDAY, 23 APR 2021
... and Commonwealth Financial Planning with 203 risk advisers have the largest market share in the risk advice segment. Lifespan Financial, GWM Adviser and Capstone Financial are the fastest-growing licensees, each adding 29, 31 and 56 advisers respectively ...

Dealer group bolsters leadership

ELIZABETH MCARTHUR  |  MONDAY, 8 FEB 2021
... largest privately owned financial advice dealer groups has made two key hires. Kevin Mayne and Lisa Ng are both joining Lifespan Financial Planning as national practice development managers. Mayne joins Lifespan after five years as regional manager at ...

The barriers to limited advice: Licensees

ANNABELLE DICKSON  |  MONDAY, 11 JAN 2021
... freely in a statement of advice, record of advice or a document, that's actually a separate issue," Dummett added. Lifespan chief executive Eugene Ardino agreed: "If you want to increase accessibility you need a way to give advisers confidence that ...

Almost 3000 advisers gone in 2020

ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
... there are people working at Synchron who used to work at AMP, meaning many may have a connection to the dealer group. Lifespan gained the next most, with 12 AMP Financial Planning advisers joining the licensee. A further 10 went to AMP-aligned Charter ...

Fastest-growing AFSLs in the country

KANIKA SOOD  |  FRIDAY, 30 OCT 2020
... However 155 registrations ceased, meaning its total adviser headcount was 440 - an increase of 36 advisers. In net terms, Lifespan Financial Planning was the winner with 62 additions. It ended September with 254 current advisers, after 101 new registrations ...

Calls to axe TPB for financial advisers

ELIZABETH MCARTHUR  |  FRIDAY, 23 OCT 2020
... after a recent reshuffle of the board has seen the regulator without an advice representative. Writing for FS Advice, Lifespan Financial Planning chief executive Eugene Ardino has said the TPB should be axed as a regulator for financial advisers all ...

Lifespan adds MDAs to BT Panorama

KANIKA SOOD  |  TUESDAY, 22 SEP 2020
Lifespan Financial Planning has launched 30 managed discretionary account model portfolios on BT Panorama. The portfolios will be available to Lifespan's advisers who use BT Panorama. Lifespan has over 250 advisers, the company said. The offering includes ...

Calls for consent forms, opt-ins to be scrapped

ELIZABETH MCARTHUR  |  TUESDAY, 18 AUG 2020
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 ...

Almost 2000 advisers gone so far in 2020

ELIZABETH MCARTHUR  |  TUESDAY, 21 JUL 2020
... 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.