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Showing 91 - 100 of 215 results for "Succession planning"

Gender pay gap widespread in financial services: Report

KARREN VERGARA  |  MONDAY, 20 NOV 2017
... substantial increase in employers adopting targeted strategies to support gender equality in areas such as succession planning, retention and promotion. More employers report having key performance indicators for managers linked to gender equality outcomes," ...

AZ NGA acquires Victoria practice

ALEX BURKE  |  WEDNESDAY, 15 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 ...

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 ...