The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 1 - 10 of 80 results for "Lifespan"

Financial Standard wins Impact Award

STAFF WRITER | FRIDAY, 6 SEP 2024

... the category Financial Standard was nominated in, BT Managed Accounts scored Managed Account Offering of the Year, and Lifespan Financial Planning was awarded Dealer Group of the Year. "We are fortunate to work alongside many outstanding partners, including ...

Advisers shun major institutions, 500 exit: Rainmaker

KARREN VERGARA | WEDNESDAY, 24 JUL 2024

... registered advisers, down 128 from last year. AMP sits second place with 927, down by 59 since June 2023. Fortnum (up 107%), Lifespan (up 64%), and Clearview (up 44%) are the fastest-growing groups in the five years to June 2024.

iExtend receives AFSL after lengthy wait

JAMIE WILLIAMSON | THURSDAY, 4 JUL 2024

... through financial advisers. The group said it has so far received strong support from several advice groups, including Lifespan Financial Planning, Advice Evolution, MBS Insurance, Life Experts and Newlane Risk. Sarkis added that the AFSL marks a significant ...

More businesses fold, unpaid super recovery measure to launch

KARREN VERGARA | THURSDAY, 6 JUN 2024

... These directly attributable recoveries represent a return on investment of 514 per cent for the recovery program over its lifespan," she told a Parliamentary Joint Committee on Corporations and Financial Services inquiry last year. Super has not been ...

Adviser numbers plateau

KARREN VERGARA | THURSDAY, 18 APR 2024

... Financial Planning (326), Alliance Wealth (318), Charter Financial Planning (294), Consultum Financial Advisers (287), Lifespan Financial Planning (282), Synchron (260), and Ord Minnett (259) comprise the top 10 dealer groups in the country. In a new ...

Retirement saving, investing daunting for women: Surveys

KARREN VERGARA | FRIDAY, 8 MAR 2024

... they generate on average. Women need to take charge of their finances - they lag behind in salaries, they have a longer lifespan too, so they need more of that financial independence." Interestingly, Saxo's client database shows that between January ...

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 ...

PAGE:

Funds SA appoints chief investment officer

ANDREW MCKEAN

Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN

Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025.

UniSuper has 'some work to get on with' on cyber front: Chair

JAMIE WILLIAMSON

UniSuper's leadership team has touched on how the fund is strengthening its operations following the extensive system outage in May this year.

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA

Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found.

Videos

Brought to you by

Gearing up

Entering a new era

Recipe for retirement readiness

Under the hood

Confidence guaranteed

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

READ MORE

Robert Talevski

Managing Director

Activam

Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

READ MORE

Nathan Robertson

Chief Executive Officer

Alvia Partners

Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

READ MORE

Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

READ MORE

Industry Events

MORE INDUSTRY EVENTS

DEC

Advisers Big Day Out - Adelaide

Featured Profile

MORE PROFILES

Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

READ MORE