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Lifespan Financial Planning throws weight behind advice industry fighting fund

Lifespan Financial Planning, one of Australia’s largest privately-owned financial advice networks, has thrown its financial support behind the industry’s constitutional challenge to legislation to ban grandfathered commissions and encouraged its

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17 Sep 2019

Zenith upgrades Lifeplan Investment Bond to “highly recommended”

The Lifeplan Investment Bond (formerly Lifeplan NextGen Investments) has been upgraded from “recommended” to “highly recommended” by Zenith Investment Partners in its latest review. In its report, Zenith said it

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18 Nov 2016

Political risk affects how assets are held

Australian investors must recognise that political risk is currently a significant consideration in wealth creation and management, Matt Walsh, head of Lifeplan, has warned. “Managing political risk clearly involves the

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14 Jul 2016

Lifeplan enhances NextGen Investments

Following growing interest in investment bonds, Lifeplan has updated its leading investment bond offering, NextGen Investments, with eight new investment options and an additional rebate tier. Matt Walsh, head of

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07 Jul 2016

Lifeplan launches investor portal

Lifeplan has entrenched its digital presence in the market with the launch of an online investor portal enabling investors to monitor and transact online. The development and launch of the

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20 Jun 2016

Gen Y’s satisfaction with financial advice surges as advice index hits high

In previous surveys, an investor’s age was positively correlated to the three drivers of advocacy: performance, trust and reliability, and technical ability of their financial adviser – i.e. the older

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01 May 2015

Education costs continue to outstrip inflation

The latest Consumer Price Index (CPI) figures show that education costs continue to outstrip inflation, maintaining the trend that has persisted for the past decade. Parents’ concerns about the increasing

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01 Nov 2013

Client satisfaction up but question advisers’ technical ability

The ongoing noise about changes to financial services’ regulatory requirements appears to be affecting attitudes towards financial advisers. The latest Lifeplan ICFS Financial Advice Satisfaction Index* has shown clients of

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01 May 2013

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]