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Showing 131 - 140 of 213 results for "Succession planning"

Succession planning major issue for advisers

ALEX BURKE  |  WEDNESDAY, 4 FEB 2015
A significant amount of financial advice practices have no effective succession plan in place, according to the Rubik Wealth/Business Health Future Ready VI report. The report aims to comprehensively analyse the health of Australian financial advice. ...

AMP Capital property CIO departs, replacement announced

JAMES FERNYHOUGH  |  TUESDAY, 18 NOV 2014
... the leadership team reflects the deep talent that exists within AMP Capital as well as the strength of our succession planning strategy. "Adam has 28 years' experience in property including five years at AMP Capital where he has proven to be a talented ...

Australian family businesses lag global counterparts

MARK SMITH  |  FRIDAY, 17 OCT 2014
... through new ideas, new experiences and new energy," Sue Prestney, partner in PwC's private clients team, said. Succession planning continues to elude family businesses with only 8% of Australian respondents saying they have a robust succession plan in ...

Countplus business acquires advice practices

LAURA MILLAN  |  FRIDAY, 17 OCT 2014
... Victorian firm Financial Momentum in July 2014. "We are keen to invest in growing TFS businesses to assist with succession planning and support growth opportunities," TFS chief executive Phillip Aris said. TFS currently has 54 independently-owned firms ...

AAP adds five boutique firms in a month

LAURA MILLAN  |  MONDAY, 29 SEP 2014
... for advice tools and back office systems, paraplanning, compliance and governance, acquisition funding and succession planning solutions outside of the large institutions.

Incoming NAB CEO to look at "legacy issues"

ALICE URIBE  |  THURSDAY, 3 APR 2014
... reputation and dealt with a number of legacy issues." Further Chaney said he was pleased that the company's succession planning processes had enabled the board to choose someone from within the organisation, despite also looking globally for a potential ...

Actuate rebrands, now SFG Alliance Services

LAURA MILLAN  |  TUESDAY, 18 MAR 2014
... through advice documents, research, product and platform solution, technical services, practice management, succession planning, marketing and sales. In the six months since launch, SFG Alliance Services has already attracted 12 AFSL partners. SFG Alliance ...

AMP Capital appoints fixed income head

HARRY PAGE  |  FRIDAY, 7 FEB 2014
... reflects the depth of investment talent at AMP Capital, which we are committed to fostering as part of our succession planning processes," Beardow said. The continuing changes to the investment environment within the Asia-Pacific region have prompted ...

Kenyon Partners renames to Connect Financial

LAURA MILLAN  |  MONDAY, 2 SEP 2013
... a 'connection'," Tynan said. He added that Connect will be providing services in several areas, including succession planning, business growth strategies, specific projects on sourcing of acquisitions, business valuations, business financing and expert ...

Wealthy parents fear kids can't handle family fortune

MARK SMITH  |  THURSDAY, 29 AUG 2013
... private bank asked 711 Americans with more US$3 million in investable assets a number of questions relating to succession planning and attitudes to inter-generational wealth. Only two in five respondents - or 42% -- agree strongly that their children ...