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Showing 171 - 180 of 213 results for "Succession planning"

Adviser education bar too low

RUTH LIEW  |  FRIDAY, 31 JUL 2009
... qualifications to do what you need to do," he said. Adam Smith, an adviser who specialises in risk, estate and succession planning for the SME market, said that a Bachelors degree is merely a stepping stone in an adviser's career - the real test and ...

AIA appoints head of group operations

COMPANY RELEASE  |  FRIDAY, 24 JUL 2009
... Canavan has played a key role in building AIA Australia's retail claims operation. "We introduced an Operations Succession Planning Strategy three years ago, and I'm delighted that this strategy has allowed us to appoint an internal candidate to this ...

CFS pumps up ESG investing

RUTH LIEW  |  WEDNESDAY, 4 FEB 2009
... long term investing goals. "We consider ESG investing as common sense investing. We consider things such as succession planning, the quality of a company's management and the skills and safety of the company's labour force as major factors to consider," ...

Planners rethink succession model

RUTH LIEW  |  TUESDAY, 3 FEB 2009
... also includes tips and traps to avoid, which ipac has learnt after helping more than 30 practices with their succession planning since 2000. Saint said among the succession challenges explored in the ipac toolkit is the need to buy out a large shareholder ...

Communication top priority for 2009

RUTH LIEW  |  TUESDAY, 27 JAN 2009
... roadshow include managing financial planning businesses in tough times, creating opportunity from adversity and succession planning, among others. The roadshow will start in Perth on the 3rd of February.

AFS continues expansion

RUTH LIEW  |  FRIDAY, 31 OCT 2008
... include the establishment of a Boards of Advice, Paraplanning Academy, AFS Business School, acquisition and succession planning, biannual PD days, compliance workshops, and others. Daly said AFS views itself as the top of the "shopping list" among advisers ...

AFA names Adviser of the Year

RUTH LIEW  |  WEDNESDAY, 22 OCT 2008
... focused on the SME and professional clients market. Smith specialises in the areas of protection, estate and succession planning for individuals and businesses, and boasts 21 years experience under his belt. "Our search for excellence which has been ...

FPA names board

MICHAEL HOBBS  |  THURSDAY, 9 OCT 2008
... Berry Stacks Financial Services. She chairs the Board Membership Committee and the Board Renumeration and Succession Planning Committee and also sits on the association's Strategic Marketing Committee. Spiers is chief executive of Westpac Financial Planning ...

Comm Bank expands FP Vic office

MICHAEL HOBBS  |  WEDNESDAY, 3 SEP 2008
... practices across Victoria, South Australia and Tasmania, specifically across merger and acquisition strategies, succession planning and growth. Stewart Creighton, Commonwealth Bank Corporate Financial Services general manager of market specialists, said ...

MLC adopts paraplanning referral service

MICHAEL HOBBS  |  MONDAY, 14 JUL 2008
... in the use of MLC's Paraplanner Academy and Statement of Advice (SoA) Coaches recently and with the current succession planning challenges across the industry, we expect this trend to continue," said Miller. "We will keep working with our adviser businesses ...