The latest issue of Financial Standard now available as an e-newspaper
|Search Results||Showing 1 - 10 of 21 results for "Lifespan Financial Planning"|
|... owned financial advice dealer groups has made two key hires. Kevin Mayne and Lisa Ng are both joining Lifespan Financial Planning as national practice development managers. Mayne joins Lifespan after five years as regional manager at Elders Financial ...|
|... from 56 to just two financial advisers during the year and Lonsdale also shed 44 advisers. Meanwhile, Lifespan Financial Planning appears to have been the biggest winner of the many moves. The data shows it picked up 66 financial advisers. GWM Adviser ...|
|... 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 and ...|
|... 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 together. Currently ...|
|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 ...|
|... 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 was the head of ...|
|... privately-owned dealer group has strengthened its compliance capabilities with a hire from MLC Wealth. Lifespan Financial Planning has appointed Anna Mirzoyan to the newly created role of compliance and technical officer. In her new role, Mirzoyan will ...|
|... transitioning to an individual AFSL and has appointed a national practice consultant to lead the initiative. Lifespan Financial Planning will launch Lifespan Partnership in February 2020, offering firms a suite of AFSL support services including compliance ...|
|... 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 ...|
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While the events of 2020 showed superannuation funds manage liquidity well, funds should consider the extent to which they rely on certain asset classes for liquidity, the Reserve Bank of Australia (RBA) has said.
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Challenger's multi-boutique business will distribute the $54 billion Impax Asset Management's sustainability strategies in Australia and New Zealand.
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Nearly 20 years after ETFs started trading in Australia, their total assets crossed $102 billion at the end of March.
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A new report finds that it is possible for financial advisers to attract young clients and convince them about the benefits of advice and life insurance using new strategies.
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