Your guide to investment innovation

CE/CPD points available

The Professional Planner Investment Innovation Guide examines recent investment innovations and the future of advice.

For the cover story, we asked a panel of seven investment and advice experts to share their insights on the effectiveness of new solutions and the value they add for clients.
We hope you find this guide informative, insightful and useful.



    CE/CPD points information available in download.

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    Lifespan’s strong growth sparks significant investment in marketing, brand and technology

    Lifespan’s strong growth sparks significant investment in marketing, brand and technology

    Lifespan Financial Planning has experienced a growth spurt in the last five years which sparked a change in the company's logo and website. With $17 billion under advice, chief executive Eugene Ardino talks about opportunities and challenges for the firm.

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