lifespan

Features

InFocus: Advisers hurled ‘unjustified abuse for political gain’

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

Orphaned clients will be 'off the charts'

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

FASEA extension may only help a few hundred advisers

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...

People & Products

Lifespan boosts MDA support with hire

It has hired Brian Long as senior investment specialist – managed accounts to help support Lifespan’s managed discretionary account range....

Features

Where do we go from here?

There was support for increased standards in the financial advice industry, Chris Dastoor writes, but any goodwill was destroyed by FASEA in just a few years. Where did i...

Features

Understanding the practice in front of you

Although there is no set structure when it comes to practice management, advisers need to know what they want to achieve and how to best communicate their needs, Oksana P...

Features

Planning through the ages

Laura Dew explores how estate planning varies by age and what people need to do at each different stage of their life....

Financial planning

AMP FP sees adviser numbers drop below 1,000

The biggest financial planning group in Australia, AMP Financial Planning, has lost 157 advisers so far this year bringing its total adviser complement to less than 1,000...

Financial planning

Outflow continues but adviser numbers higher than last year

Although the industry continues to lose advisers, this week’s data from HFS Consulting has shown that the losses were lower compared year-on-year. ...