Archive | In the News

Lifespan nominated for IFA Excellence Awards

Lifespan Financial Planning is pleased to annnounce that we have been nominated for awards in four categories at the 2019 IFA Excellence Awards. The nominations are for: Dealer Group of the Year Dealer Group Executive of the Year (Eugene Ardino) Industry Thought Leader of the Year (Eugene Ardino) Practice Management Consultant of the Year (Michael […]

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Lifespan hires new practice manager

Lifespan Financial Planning has announced the appointment of Michael Gershkov as its new national practice manager. Gershkov, who joined from InterPrac Financial Planning, had more than 25 years’ experience in the financial services industry. Prior to that he was a network development manager at Capstone Financial Planning. Lifespan’s founder and executive chair, John Ardino, with […]

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Rethinking financial planning for Millennials

In this opinion piece for Financial Standard magazine, Lifespan CEO Eugene Ardino says many financial advisers are doing themselves a disservice by steering 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. Many financial advisers steer clear of younger […]

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Wealth boss pens open letter to Scott Morrison

Now that he’s secured his leadership, Prime Minister Scott Morrison has a major opportunity to secure the future viability of the financial advice industry, writes Lifespan Financial Planning CEO Eugene Ardino in this opinion piece for InvestorDaily. Dear Scomo, Firstly, congratulations on your historic election win. I don’t think even you expected to win by […]

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Rise of the machines: AI for advisers

Promises of radical business transformation have driven the rapid rise of artificial intelligence in the financial advice industry over recent years, writes Lifespan CEO Eugene Ardino in Adviser Innovation. The idea of having a machine that can continually learn on its own and identify and solve complex problems in a nanosecond is extremely alluring. But, […]

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Conflicted interest claims in MDAs fail to consider full story

Lifespan CEO Eugene Ardino addresses industry debate around whether managed discretionary accounts present a conflict of interest for financial advisers, in this opinion piece published in IFA magazine, 18 March 2019. In my opinion, determining whether or not MDAs present a conflict of interest for financial advisers requires an understanding of the structure of the […]

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