Succession planning ensures quality customer serviceBY JAMIE WILLIAMSON | WEDNESDAY, 4 OCT 2017 12:21PMFinancial planning business owners must consider succession planning as another element of their customer service, according to Mentor Education. Related News |
Editor's Choice
WAM active strategy delivers 75.5%
WAM Active (ASX: WAA), one of Wilson Asset Management's active listed investment companies, has recorded 75.5% in investment performance in the 12 months to 30 June 2026.
Entireti names former Perpetual chief as chair
Entireti has named a former chief executive of Perpetual as chair of its board.
Super funds fail customer service test: SCA
Superannuation funds are apathetic, dismissive and continue to fail members at the most basic service level, a new investigation from Super Consumers Australia (SCA) reveals, which slapped the industry with an overall failing grade on customer satisfaction.
KKR joins consortium to acquire ASX-listed Steadfast
Global investment firm KKR has joined a consortium, including Amwins Group and Dragoneer Investment Group, as a co-lead investment partner to acquire ASX-listed general insurance broker Steadfast.
Products
Expert Feed
When geopolitics becomes a portfolio risk
Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.
Does association membership still matter?
With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...
Digital assets and where they stand in 2026
So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.
Rethinking default design in a changing market environment
The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.
Featured Profile
Blake Briggs
CHIEF EXECUTIVE OFFICER
FINANCIAL SERVICES COUNCIL
FINANCIAL SERVICES COUNCIL
Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.
