POWERED BY MOMENTUM MEDIA
EUGENE ARDINO
Financial planning
With the growth in micro-AFSLs and self-licensing, Lifespan chief executive Eugene Ardino is looking to double the number of AFSLs it services through its Lifespan Partne...
People & Products
Lifespan Financial Planning has appointed market commentator Jonathan Pain to its investment committee. ...
Features
Business processes, succession planning and system efficiency are among areas that advisers can focus on this year thanks to a lull in regulatory change, writes Oksana Pa...
Financial planning
The financial planning industry needs to demonstrate its stability in order to attract younger entrants and make financial advice attractive as a long-term career for the...
Financial planning
This year advisers will have help clients manage the impact of market events on their portfolios and position for what could be a very turbulent year, Lifespan Financial ...
Financial planning
Despite being a rewarding career path, it is becoming tough to encourage new entrants to train as a financial adviser, according to Lifespan Financial Planning....
Financial planning
The Government does not deserve credit for fixing “no brainer” issues in the industry and needs to acknowledge that it can regulate an industry out of existence, accordin...
Financial planning
The complexity of compliance frameworks for financial advice makes it more difficult to be a multidisciplinary adviser....
Financial planning
Servicing retail clients has become more and more risky for several advice groups due to the complex compliance requirements....
Features
Running a financial advice practice has never been harder, Jassmyn Goh writes, and advisers must find efficiencies and restructure their revenue sources to deliver their ...
Financial planning
Giving once-off advice is still costly for advisers to provide and will not solve the pricing issue which has come out of the rising cost of advice....
People & Products
Adrian Caspar will return to the financial adviser network to be its risk and compliance lead, as the industry deals with evolving legislative requirements....
Features
It has been three years since the Royal Commission but, Chris Dastoor writes, financial advisers are still being held in poor light by politicians despite a low level of ...
Financial planning
The next 12 months will see more clients being orphaned as advisers struggle to justify certain clients under the ongoing fee arrangements, according to Lifespan. ...
Financial planning
Under 1,800 advisers have failed the exam and a quarter of those have failed twice or more, and an industry extension to September would have helped practices that had no...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...