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Showing 151 - 160 of 213 results for "Succession planning"

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 ...

Frontier to appoint CEO

MATT WOODINGTON  |  TUESDAY, 22 MAR 2011
... the group's senior management team. Trafford-Walker said that Frontier's board is very focused on internal succession planning and has begun looking for a suitable candidate. "One of the things they've agreed to do is look for a chief executive officer ...

Bank lends aid to fin planning businesses

MATT WOODINGTON  |  WEDNESDAY, 9 FEB 2011
... firms are looking to entice new blood into their ownership structure with equity participation and formal succession planning. Regarding the new legislation centred around fees for services in the sector, Rainsford is confident that any negative impact ...

Rowe takes FPA chair

ELISE BURGESS  |  FRIDAY, 26 NOV 2010
... FPA Board Professionalism and Board Strategic Planning Committees and a member of the Board Remuneration and Succession Planning Committee. He has also chaired the FPA Ripoll Inquiry Committee and Professional Conduct Committees. Chair for three years ...

Editor's Choice

Invesco launches new equity fund

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

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