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Showing 1 - 10 of 57 results for %22Lifespan Financial Planning%22

Adviser numbers plateau

KARREN VERGARA  |  THURSDAY, 18 APR 2024
... (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 feature on ASIC's ...

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
... (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 of 2024. In early 2021 ...

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
... 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 the end of FY23 ...

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
... Alliance Wealth (279), Count Financial (271), Ord Minnett (269), Capstone Financial Planning (259), Lifespan Financial Planning (258), SMSF Advisers Network (241), Fortnum Private Wealth (213), Shaw and Partners (174), and Infocus Securities (172) make ...

In need of repair: Gender stereotypes and advice

KARREN VERGARA  |  TUESDAY, 7 MAR 2023
... studies that prove that in male-dominated industries, men tend to be treated more favourably based on gender stereotypes. Financial advice is no exception. A comprehensive study conducted by German academics produced deeply disappointing albeit not surprising ...

Advice firm launches Sharia-compliant platform

CASSANDRA BALDINI  |  THURSDAY, 2 MAR 2023
... $5000 and it said an account can be opened in as little as five minutes. The portfolio is managed by Lifespan Financial Planning's investment committee, while the solution is underpinned by OpenInvest. Meezan Wealth Management founding director Rokibul ...

Financial advice among most qualified professions: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
... qualifications in Aged Care and one in 10 have specialist qualifications in economics. According to the review, Lifespan Financial Planning has the largest percentage of advisers with a Masters degree at 17%. This is followed by Interprac Financial Planning ...
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