|Search Results||Showing 1 - 10 of 12 results for "Lifespan Financial Planning"|
|... 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 ...|
|... 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 John Ardino said ...|
|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 ...|
|... 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, the industry ...|
|... 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 had ...|
|... 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 ...|
|... 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 prepared to initially ...|
|... 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 chief ...|
|HUB24 has announced a white label partnership with Lifespan Financial Planning. The agreement means HUB24 will now provide investment administration and managed portfolio services for the $1.5 billion advice network, which employs 140 authorised representatives ...|
|... equity they will maintain control and the right to reside in the property. The foundation partners are Lifespan Financial Planning, Grosvenor Pirie Management and property advisory firm Blue Wealth. Giving the deal weight is that their combined FUA is ...|
The executive manager of operations at a $17 billion industry superannuation fund resigned recently, with a replacement yet to be appointed.
Clime Investment Management has partnered with Sequoia to launch a new fund that aims to provide a yearly income of 8%.
A three-day trial has been scheduled for the landmark case brought against Rest by member Mark McVeigh.
A retail superannuation fund has dropped the investment fees on three options by 10 bps to 19 bps, with its chair saying the cuts will help it be more competitive.
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