The latest issue of Financial Standard now available as an e-newspaper
|Search Results||Showing 1 - 10 of 47 results for "Lifespan"|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 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 ...|
|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 ...|
|... 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.|
|... "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 ...|
|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 ...|
|... 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 ...|
David Orford's Optimum Pensions has signed a five-year exclusive agreement with Generation Life to bring its retirement income product to the market.
The poor quality of group insurance data is conducive to administrative blunders that are notoriously difficult to rectify, according to Rice Warner.
As new investors turned to exchange-traded funds (ETFs) to cash in on the market volatility and consequent recovery in 2020, the industry reaped the benefits breaking several records, new research shows.
HUB24 picked up $1.7 billion net inflows, 24 new licensee agreements and 113 advisers in the December quarter.
|Brought to you by|
|Keep up to date, don't be the last to know! Get the Financial Standard Daily Newsletter.|