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Showing 151 - 160 of 216 results for "Succession planning"

MLC appoints head of client succession

LINDA HAUSKEN  |  WEDNESDAY, 8 AUG 2012
... a lot of experience with transactions involving practices, licensees and associated businesses as well as succession planning strategies. " McLiesh said this is a crucial position for MLC given the increasing number of advisers reaching retirement age ...

Major product changes ahead for planners

ELISE BURGESS  |  MONDAY, 26 MAR 2012
... dealership services offering to bring next generation dealership services to aligned dealer groups with a focus on succession planning. "We all know the number one issue facing these business is succession planning. We have to start thinking seriously ...

Former BTFG chief takes Argo chair

ELISE BURGESS  |  TUESDAY, 7 FEB 2012
... end of February with Martin taking over the role as chairman on March 1 as part of Argo's board renewal and succession planning process which begun with the appointment of new chief executive Jason Beddow in 2010. Jocelyn Morton will replace Darling ...

Crowe Horwath eyes HNWI business

ELISE BURGESS  |  TUESDAY, 31 JAN 2012
... accounting and business consulting experience across a wide range of clients dealing with issues ranging from succession planning, structuring and profit improvement. Softsis focuses on tax, business consulting and compliance.

van Eyk acquires Encore Group

RACHEL DAVIS  |  WEDNESDAY, 7 DEC 2011
... the Encore Group. Encore provides business development, sales, marketing, human resources, back office and succession planning. Encore Group founding partner Graham Peatey said it was a challenging and exciting time in financial services and the company ...

Guardian Advice reveals succession planning strategy

CLAIRE MCGREAL  |  MONDAY, 28 NOV 2011
Asteron aligned dealer group Guardian Advice has revealed details of its Business Acquisition and Succession Planning offer available to its advisers. Developed in March on the back of Ian Anderson appointment as the firm's business acquisition manager ...

Hunter Hall names Lowenstein replacement

ELISE BURGESS  |  FRIDAY, 25 NOV 2011
... investors over the past eight years. James' appointment strengthens our senior leadership team and assists with succession planning." Hall said, adding that the group allowed time to develop McDonald's track record prior to Lowenstein handing over the ...

ANZ Wealth provides succession support for planners

CLAIRE MCGREAL  |  WEDNESDAY, 16 NOV 2011
... Barrett said ANZ had received "strong feedback" from planners for the initiative. "They see the benefits of succession planning not just to support their transition to retirement but to assist their business growth." ANZ Wealth is also planning to extend ...

ANZ fears regulation could hamper scaled advice

MATT WOODINGTON  |  FRIDAY, 5 AUG 2011
... scaled advice might not amount to much more than a noisy backfire." Barrett also said that he was having one succession planning conversation per day at the moment and has revised his view since last year, now expecting higher number of planners to exit ...

Merged planning group to meet new client needs

MATT WOODINGTON  |  WEDNESDAY, 18 MAY 2011
... corporate super funds and their owners and meet their individual financial planning needs, including family succession planning," he added. With offices in Sydney and Melbourne, Eluvia will offer fee for service advice, with ten advisers already in place ...