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Showing 1 - 10 of 74 results for "Lifespan"

Adviser numbers stable at 15,650

KARREN VERGARA  |  MONDAY, 15 JAN 2024
... advisers. Count Financial (310), Alliance Wealth (302), Charter Financial Planning (300), Consultum Financial Advisers (295), Lifespan Financial Planning (278), Ord Minnett (258), and Synchron Advice (257) comprised the top 10 advice groups at the start ...

Adviser numbers steady, but shortfall predicted

CHLOE WALKER  |  MONDAY, 30 OCT 2023
... AFSLs has fallen at only half the rate of advisers, coming in at 18%. Interprac, Count, Alliance Wealth, Fortnum, and Lifespan had the largest numbers of new verified advisers join their AFSLs over the past 12 months. Overall, 5537 advisers are aligned ...

Advisers' experience stands at 14.5 years

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2023
... 18.7 years. Advisers from Synchron Advice have 16.7 years of experience on average, while those at Count Financial and Lifespan have 14.8 years and 16.5 years respectively. Among the boutiques, Sambe Investments and Advice Evolution both have 21.5 years ...

FY23 farewells 700 advisers

KARREN VERGARA  |  FRIDAY, 14 JUL 2023
... of 34 advisers. Consultum Financial Advisers (305), Alliance Wealth (286), Ord Minnett (267), Count Financial (266), Lifespan Financial Planning (258), and Capstone Financial Planning (258) capped off the top 10 dealer groups. There were 1842 AFSLs at ...

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 ...
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