Eugene Ardino Chief Executive Officer, Lifespan Financial Planning Pty Ltd With 2021 done and dusted, it is worth reflecting on the challenges that we all faced last year, but also keep in mind, the hope that we all should have for the future of our emerging profession. This ... In this second of a two-part editorial, Lifespan Financial Planning Chief Executive Eugene Ardino identifies the key changes required to make advice more affordable and accessible for the majority of ... Public discussion over the last few months has taken the financial planning sector back to a well worn debate about moving to a system where anyone who wants to provide financial advice is registered ... Given that Lifespan has recently achieved the milestone of 25 years as a provider of licensee services, it comes as no surprise that over the years we have often had detailed discussions with principals ... Self-licensing offers many attractions for financial advisers, in particular the freedom to have greater control over many aspects of your day-to-day operations and the ability to shape how your business ... The release of ASIC's Report 627 Financial advice: What consumers really think, highlighted that among Australians who have received professional financial advice, 89% intend to get advice again in ... Many financial advisers steer clear of younger clients in the belief that they don't generally have much to invest and are too young to be interested in retirement planning. However, advisers who fail ... With the heat temporarily dissipated on the debate about the best way to regulate financial advisers following the handing down of Commissioner Hayne's interim report, now is a good time to revisit ... There is no doubt that some of the Royal Commission findings have been harrowing and shocking. Some instances of terrible financial advice have been uncovered, but the overarching message has been that ... |
| | KARREN VERGARA The move to self-licensing continues to grow as a Victoria-based advice practice scored its own AFSL after operating under a dealer group for 13 years. | KARREN VERGARA The exit of 807 advisers during the Christmas and New Year break leaves the total population close to dipping below the 18,000 mark. | | | KARREN VERGARA Despite popular belief, an overwhelming number of paraplanners do not intend to pursue a career as a financial adviser, a new report reveals. | KARREN VERGARA Financial advisers tilted towards the non-aligned sector at an unprecedented rate during 2021, a new report suggests. |
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