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Search ResultsShowing 1 - 10 of 47 results for "Lifespan"
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.
Super CIOs defend illiquid assets
ELIZABETH MCARTHUR  |  THURSDAY, 30 APR 2020
... "And for people who've got money in superannuation, they'll have it through five or six bear markets over their lifespan. So to go into panic mode every time one of these happens is a ridiculous idea." However, Delaney did say he would be looking ...
Industry butt heads over super guarantee
ALLY SELBY  |  THURSDAY, 13 FEB 2020
Superannuation industry professionals are going head to head over Australia's super guarantee system, yet all agree it's time for an upheaval. In a submission to the Treasury's Retirement Income Review Panel, the Actuaries Institute called for universal ...
Last stand for grandfathered commissions falls over
ELIZABETH MCARTHUR  |  THURSDAY, 30 JAN 2020
... those donations 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 ...
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