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Showing 91 - 100 of 213 results for "Succession planning"

AZ NGA assets hit $6bn with latest acquisition

ALEX BURKE | THURSDAY, 2 NOV 2017

... book from AFM Advisers. AFM was led by Haydon Skudder, who passed away in June and had previously discussed succession planning strategies with Wise Planners chief executive Gareth Hall. Hall explained that Skudder "was passionate about his business ...

Fiducian founder transitions to executive chair role

ALEX BURKE | FRIDAY, 20 OCT 2017

... transition its founder and managing director to an executive chair role over the next three years as part of its succession planning strategy. Indy Singh has served as managing director since establishing Fiducian in 1996. Over that time, he's steered ...

Family-owned companies beating equity markets across all regions

ALEX BURKE | THURSDAY, 5 OCT 2017

... stocks, which has been a strong performing style and, second, family-owned companies themselves do not see succession planning as one of their key concerns at all."

Succession planning ensures quality customer service

JAMIE WILLIAMSON | WEDNESDAY, 4 OCT 2017

Financial planning business owners must consider succession planning as another element of their customer service, according to Mentor Education. Mentor Education Group chairman Jim Taggart said true financial advice is an end-to-end commitment that ...

Intergenerational business succession failing: Report

KARREN VERGARA | FRIDAY, 29 SEP 2017

... and Campden Research recently found family offices in Asia Pacific lagged behind Europe and North America in succession planning - only 13% have written plans in place, while 19.4% have no plan at all. The PwC report noted a majority (70%) of the transitions ...

Family offices put focus back on equities: Research

EMMA RAPAPORT | TUESDAY, 26 SEP 2017

... sectors primarily in the US and Asia, China in particular," he said. The report also highlighted a pick-up in succession planning amongst Asia-Pacific family offices, with about half (47.3%) of family offices claiming to have some form of plan in place ...

Centrepoint expands virtual offering

JAMIE WILLIAMSON | FRIDAY, 15 SEP 2017

... and, if legal guidance is needed, clients can engage a lawyer versed in SMSF, company, estate planning and succession planning law. Further, Centrepoint and Topdocs are collaborating to deliver professional development training to support advisers' knowledge ...

Labor cracks down on discretionary trusts

KARREN VERGARA | MONDAY, 31 JUL 2017

... Individuals and businesses that use trusts for a range of legitimate reasons, such as asset protection and succession planning can continue using trusts, and under a Labor government will not be taxed like companies, he added. Non-discretionary trusts ...

New executives to drive NGS Super growth

JAMIE WILLIAMSON | THURSDAY, 20 JUL 2017

... over the past year to position the fund for its next stage of growth and sophistication, including assessing succession planning and skills and competencies," Rodwell-Ball said. "We are really excited about what the next chapter for NGS Super holds and ...

Wealth firm lists on ASX with $7.3m IPO

ALEX BURKE | TUESDAY, 20 JUN 2017

... interest in their underlying businesses. This structure also provides a mechanism to proactively manage the succession planning issues, which are increasingly widespread in the accounting market. "Proceeds of the offer will be used to provide Kelly+Partners ...

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Invesco launches new equity fund

ELIZA BAVIN | 12:13PM

Invesco said the new fund will give Australian investors access to a systematic global equity strategy with a 20-year track record.

FCA pursues Neil Woodford again

KARREN VERGARA | 12:05PM

The Financial Conduct Authority (FCA) is going after failed fund manager Neil Woodford again, this time for allegedly providing unauthorised investment advice via W4.0, his Dubai-based investment platform.

Former APRA deputy chair launches retirement solutions startup

KARREN VERGARA | 12:03PM

A former APRA deputy chair has launched CipherIQ, a new venture that provides retirement solutions via account-based pensions in partnership with superannuation funds, financial advisers and retirees.

Global X launches space tech ETF

MATTHEW WAI | 11:12AM

Global X has now launched the space tech ETF (ASX: MOON).

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