Search ResultsShowing 1 - 10 of 29 results for "Lifespan"
Dealer group awards investment mandate
KANIKA SOOD  |  THURSDAY, 17 OCT 2019
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 ...
Grandfathered commissions ban passes
ELIZABETH MCARTHUR  |  TUESDAY, 15 OCT 2019
... and social 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 ...
Dealer group to fight grandfathered commissions ban
ELIZABETH MCARTHUR  |  FRIDAY, 13 SEP 2019
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 ...
Priced out: Advice affordability at risk
ELIZABETH MCARTHUR  |  MONDAY, 9 SEP 2019
... Financial advice: 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 ...
Down but not out: Top advisers adapt
ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
... 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 ...
ASIC bans adviser again
HARRISON WORLEY  |  FRIDAY, 16 AUG 2019
... become an authorised representative of an AFSL for the full period. After the period ended, Aujla was authorised by Lifespan Financial Planning, before eventually becoming an Infocus Securities authorised representative in February 2013. ASIC said advisers ...
Advice group hires national practice manager
KARREN VERGARA  |  WEDNESDAY, 19 JUN 2019
A financial advice network has hired a practice management professional from InterPrac Financial Planning. Lifespan Financial Planning announced Michael Gershkov has joined the firm's Melbourne office as national practice manager. Gershkov was national ...
Ongoing service arrangements should be tightened: Hayne
JAMIE WILLIAMSON  |  MONDAY, 4 FEB 2019
... - coupled with the removal of grandfathered commissions - will likely lead to a dramatic increase in up-front fees, Lifespan Financial Planning chief executive Eugene Ardino argues. With up-front fees currently averaging $2,000 to $4,000, advisers are ...
Dealer groups lift due diligence post Dover
JAMIE WILLIAMSON  |  MONDAY, 17 SEP 2018
... Planning and Interprac have each taken on 14 or more. In the eight weeks since the cancellation of Dover's AFSL, Lifespan Financial Planning has added 17 Dover advisers to its network. The dealer group was approached by more than 100, however. Lifespan ...
AIOFP slams FASEA proposals, launches petition
KARREN VERGARA  |  MONDAY, 20 AUG 2018
... Daly's board position. The rest of the board comprises Johnston, UTS Business School director Sarath Delpathitra, Lifespan adviser and academic Halle Yilmaz and Pinn Deavin Group executive chair Michael Pinn.
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