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Lifespan appoints compliance lead | Money Management

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In response to “evolving” legislative requirements, Adrian Caspar will return to Lifespan Financial Planning and has been appointed as risk and compliance lead.
Caspar, who previously worked for Lifespan between 2011 and 2014, had over 15 years’ experience in financial services with his most recent roles focused on compliance, risk management and governance.
He had also worked for a range of organisations including Avant Mutual, KPMG Australia, Total Financial Solutions and ANZ.
Related News: ....

Eugene Ardino , Adrian Caspar , Financial Solutions , Lifespan Financial Planning , Avant Mutual , Total Financial Solutions , யூஜின் அர்டினோ , நிதி தீர்வுகள் , ஆயுட்காலம் நிதி திட்டமிடல் , அவந்த் பரஸ்பர , மொத்தம் நிதி தீர்வுகள் ,

FASEA extension may only help a few hundred advisers

Because of the two-failed-sittings threshold, advisers who never intended to sit the exam and planned to leave at the deadline would not have any extension.
If an adviser was yet to sit an exam, it was only possible to be eligible for the extension if they had registered for the July exam, as the three-month rule prevented back-to-back sitting attempts.
There were only three exam sittings left for 2021 with no announcement made yet for exam times in 2022, which FASEA would no longer be responsible for.
1,182 unsuccessful candidates had re-sat the exam with 65% passing at a re-sit, while the overall pass rate was at 89% with over 13,500 having passed. ....

New South Wales , Coffs Harbour , South Australia , Australian Capital Territory , Port Macquarie , Western Australia , Sunshine Coast , Gold Coast , Eugene Ardino , Albury Wodonga , Ethics Authority , Financial Adviser Standards , Lifespan Financial Planning , புதியது தெற்கு வேல்ஸ் , கொப்ப்ச் துறைமுகம் , தெற்கு ஆஸ்திரேலியா , ஆஸ்திரேலிய மூலதனம் பிரதேசம் , போர்த் மக்வரீ , மேற்கு ஆஸ்திரேலியா , சூரிய ஒளி கடற்கரை , தங்கம் கடற்கரை , யூஜின் அர்டினோ , ஆல்பரி வொடொங்க , நெறிமுறைகள் அதிகாரம் , ஆயுட்காலம் நிதி திட்டமிடல் ,

Dimensional pivots to mid-tier advice groups | Professional Planner

Dimensional s Nathan Krieger
As the institutional advice market has all but evaporated, US-based fund manager Dimensional Fund Advisors has shifted its focus to the growing second tier of advice networks and expanded it footprint in the domestic market by about 25 per cent over the last two years.
The group has roughly $40 billion of funds under management in Australia
– up from $30 billion two years ago.
According to Nathan Krieger, co-head of client group at the $800 billion US-based quantitative-style fund manager, the institutional migration out of advice over the last five years has led to a new power base for advice centred on the middle market dealer groups. ....

New South Wales , Nathan Krieger , Eugene Ardino , Tahn Sharpe , David Butler , Investment Services , Alliance Wealth , Centrepoint Alliance , Dimensional Fund Advisors , Professional Investment Services , Lifespan Financial Planning , Advanced Diploma , புதியது தெற்கு வேல்ஸ் , நாதன் க்ரீகர் , யூஜின் அர்டினோ , டேவிட் பட்லர் , முதலீடு சேவைகள் , கூட்டணி செல்வம் , மைய புள்ளி கூட்டணி , ப்ரொஃபெஶநல் முதலீடு சேவைகள் , ஆயுட்காலம் நிதி திட்டமிடல் ,

Mid-tier groups benefit as industry exodus continues

Mid-tier groups benefit as industry exodus continues
Mid-tier groups benefit as industry exodus continues
More than 70 advisers have already left the industry in the first few weeks of 2021, but a number of mid-tier dealer groups are still posting solid gains in their adviser footprints, according to new data from Adviser Ratings.
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The group’s latest statistics revealed 74 advisers had left the industry by 21 January, with almost half of these ceasing in the third week of January as the working year kicked into gear and practitioners returned from the summer break.
A further 12 advisers switched licensees in the week to 21 January, while six new practitioners joined the industry. ....

Western Australia , Sarah Kendell , Financial Services Partners , Alliance Wealth , Neo Financial Services , Advice Evolution , Lifespan Financial Planning , Centrepoint Alliance Owned , Commonwealth Financial Planning , Ord Minnett , மேற்கு ஆஸ்திரேலியா , சாரா கெண்டெல்ல் , நிதி சேவைகள் கூட்டாளர்கள் , கூட்டணி செல்வம் , நியோ நிதி சேவைகள் , ஆயுட்காலம் நிதி திட்டமிடல் , மைய புள்ளி கூட்டணி ஓஂட் , காமன்வெல்த் நிதி திட்டமிடல் ,

Another 30 advisers head for the exit | Money Management

At the same time, 48 groups posted declining numbers of advisers and in total saw a loss of 66 adviser roles during the week.
AMP Financial Planning traditionally accounted for the biggest loss and saw a departure of five roles and was followed by three groups – Aware Financial Services, Skylight Financial Solutions and Synchron – which each saw a departure of three advisers. On top of that, a further eight groups lost two adviser roles while 36 licensees reported a loss of one adviser role.
According to data from HFS Consulting, there were also two small licensees for which the reported losses in advisers drove the overall number of roles to zero and they had effectively closed. ....

Colin Williams , Aware Financial Services , Alliance Wealth , Fiducian Financial Services , Skylight Financial Solutions , Lifespan Financial Planning , Advice Evolution , Professional Year , Financial Adviser Register , கொலின் வில்லியம்ஸ் , விழிப்புணர்வு நிதி சேவைகள் , கூட்டணி செல்வம் , ஸ்கைலைட் நிதி தீர்வுகள் , ஆயுட்காலம் நிதி திட்டமிடல் , ப்ரொஃபெஶநல் ஆண்டு ,