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Showing 161 - 170 of 213 results for "Succession planning"

The lure of the boutique

JOHN MCDULING  |  MONDAY, 8 NOV 2010
... actions, the report said. With key man risk a hot topic in the boutique funds management community, S&P said that succession planning, depth of staff and early notification were the keys to retaining ratings after key departures, citing the departure ...

Trustees must raise bar on governance: ASFA

RUTH LIEW  |  WEDNESDAY, 13 OCT 2010
... have to have a much higher level of responsibility." The paper outlines 47 practices, including tenure and succession planning for the trustee board, code of conduct, conflicts and board assessments and accountability to members. Issues surrounding engagement ...

Perennial trusts retain ratings

MEDIA RELEASE  |  THURSDAY, 9 SEP 2010
... industry working for Rio Tinto and another three years' experience as a broker. "The hire ensured that good succession planning is possible," according to S&P.

Count buys stakes in Victorian and NSW practices

PRESS RELEASES  |  MONDAY, 5 JUL 2010
... investment and lending services and has expertise in self managed super funds (SMSFs), business structuring and succession planning. It has $50 million in funds under advice. Countplus bought the stake with $176,981 in cash and $256,471 in Count shares. ...

Civic joins Financial Index Australia

COMPANY RELEASE  |  THURSDAY, 10 JUN 2010
With succession planning an issue among advisers, Civic Financial Planning has merged with Financial Index Australia to ensure the firm's handover is transitioned smoothly when its principal planners retire. Canberra-based Civic Financial Planning ...

Changing of the guard at Temasek

RUTH LIEW  |  MONDAY, 31 MAY 2010
... mandate includes working closely with the chief executive and leadership team across talent development and succession planning strategies. He was previously the chief executive and a non-independent director of Singapore Exchange Limited ("SGX") from ...

CalPERS fights BoA directors election

COMPANY RELEASE  |  THURSDAY, 29 APR 2010
... on top of challenges," Simpson said. "To do this, the company needs to set out clearly how it is addressing succession planning. With the turmoil of the financial crisis, and the painful search for a CEO and now the need to appoint a chairman, some disclosure ...

Time to grow: Securitor

MICHELLE BALTAZAR IS A MEDIA GUEST OF THIS YEAR'S SECURITOR ANNUAL CONFERENCE.  |  WEDNESDAY, 14 APR 2010
... Younger asked planners to cast a more critical eye on their advice model, from their pricing structures, their succession planning, their client demographic, to name a few. "We need to think differently about the way we do our business in the future... ...

On the shoulders of giants

MICHELLE BALTAZAR  |  MONDAY, 15 MAR 2010
... merging funds together is not an easy task. Finally, one of the challenges for today's trustees is to deal with succession planning, calling on the attendees to recruit the best talent. "We have to find good people who are committed to our values. Many ...

Planners forced to rewrite succession plans

RUTH LIEW  |  FRIDAY, 22 JAN 2010
... Planning, which has around $500 million in funds under advice, said planners are increasingly looking for more succession planning assistance from their licensees. He said their concerns meant the onus is on licensees to play a bigger role in their planners' ...

Editor's Choice

Super funds race to implement digital advice

VINNY VUCAGO
Australian superannuation funds are increasingly turning to digital advice tools to bridge the longstanding gap between members needs and access to affordable financial guidance, according to executives at wealth technology Bravura Solutions.

Musk's $106bn fundamental-defying IPO lands on Nasdaq

RIDDHIMA TALWANI
SpaceX has raised US$75 billion ($106.8bn) in the biggest-ever stock market debut, valuing Elon Musk's rocket and satellite company at US$1.77 trillion.

Quinbrook appoints Australian lead

VINNY VUCAGO
Energy transition infrastructure investor Quinbrook has appointed Tim Horneman as region leader for Australia, formalising his responsibility for the firm's local investment activities and business operations.

Former ASFA COO joins housing fund manager

MATTHEW WAI
The former chief operating officer of the Association of Superannuation Funds of Australia (ASFA) has joined C1 Capital Group as chief investment and operating officer.

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