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Showing 101 - 110 of 213 results for "Succession planning"

Elder financial abuse requires education

KARREN VERGARA  |  TUESDAY, 18 APR 2017
... trustees should also put insurance on the front of their minds, which "will have the same effect with estate and succession planning." He also said there needs to be "greater awareness and education" on the legal risks surrounding poorly constructed ...

Advice dealer group expands network

KARREN VERGARA  |  MONDAY, 3 APR 2017
... planner Laurence Bonnici and becomes the third practice to join Elders in 2017. Saltbush provides business succession planning advice, that incorporates business and personal, as well as SMSF insurance advice. Elders Financial Planning general manager ...

IOOF names new tech services head

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2017
... IOOF group general manager, wealth management Renato Mota said the promotion of Breckon is testament to the succession planning and mentoring processes fundamental to its advice business. "Martin is highly capable, extremely knowledgeable and has an ...

BTIM builds out multi-asset team

ALEX BURKE  |  THURSDAY, 16 MAR 2017
... roles supporting Wood, and Gonzalez said they will maintain the same investment philosophy and approach. "Succession planning and mentoring is fundamental to the investment management business and therefore a key focus for BTIM management and all its ...

GBST appoints new director

JAMIE WILLIAMSON  |  TUESDAY, 20 DEC 2016
... sector. His appointment continues to demonstrate the board's structured approach to its renewal strategy and succession planning." Vu will also serve as chair on GBST's technology committee.

Perpetual's Parkin resigns, successor named

JAMIE WILLIAMSON  |  FRIDAY, 16 DEC 2016
... assume accountability for our flagship Australian Share Fund," Skamvougeras said. "Over time our approach to succession planning has always benefited our clients. It ensures our distinctive value investment process is readily transferable among high-calibre ...

Fiducian boosts FUA by $44m

ALEX BURKE  |  WEDNESDAY, 14 DEC 2016
... Fiducian's aggregate FUA will hit $1.95 billion. The businesses are being sold by principals as part of a succession planning strategy. Fiducian's manager distribution and business development Jai Singh explained: "We support trusted financial planners ...

Education alliances to drive growth: FPA

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
... replenish the people that you hire in your offices, the partners in your businesses and cast consideration over succession planning for the next generation of people to serve Australians," De Gori told delegates in his opening address yesterday. He said ...

CFSGAM reveals succession plan

KERRIE SYDEE  |  WEDNESDAY, 23 NOV 2016
... under Dushko's leadership. This announcement reflects the breadth and depth of our team and strong focus on succession planning," Dixon added.

Succession planning placed on the backburner

KERRIE SYDEE  |  TUESDAY, 25 OCT 2016
... combination of reluctance to change and modernise in combination with an emergency exit is the result of a succession planning disaster. He also added that the accounting and financial planning industry associations have struggled to communicate the ...