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Showing 181 - 190 of 213 results for "Succession planning"

Premium outlines growth strategy

MICHAEL HOBBS  |  WEDNESDAY, 21 MAY 2008
... addition, the dealer group plans to develop a learning and professional development program to provide more succession planning assistance and develop its online stock broking capability. "The pace of change within financial services requires the Premium ...

AXA's succession solutions

MICHAEL HOBBS  |  FRIDAY, 8 FEB 2008
... funded documented succession plan in place. Steven Davison, head of acquisitions and succession at AXA said succession planning is often discussed but rarely acted upon. "Succession planning helps businesses to continue long after the principal's involvement ...

FPA offers free advice to farmers

MICHAEL HOBBS  |  THURSDAY, 25 OCT 2007
... "Often people in rural communities also need help with investments, life insurance and risk management, or succession planning for their property, this is where advice from a professional financial planner can make a significant difference," Dieters ...

Battle for advisers

MICHAEL HOBBS  |  THURSDAY, 4 OCT 2007
... with practices operating under its accreditation allowed to access to a gearing facility that suits their succession planning strategies and acquisitions. According to De Luca, a number of high profile dealer groups have already begun the accreditation ...

Consultum calls in the cadets

CHRIS NICHOLLS  |  WEDNESDAY, 12 SEP 2007
... Abley said appointing new advisers is a common objective for many practices that are either in the growth or succession planning stage of their business. "By providing a detailed cadetship program we are offering our practices an extension of our value ...

FPA lends farmers a helping hand

HAMISH MADDEN  |  TUESDAY, 24 JUL 2007
... benefit," McGauran said. "Often farmers also need help with investments, life insurance and risk management, or succession planning for the property, and this is where appropriate advice is critical, including financial advice." Dieters flagged further ...

Fisher Graham announces new MD

HAMISH MADDEN  |  TUESDAY, 3 JUL 2007
... has been tasked with pursuing equity partnerships with practices on the growth path and those looking for succession planning options.

Ord Minnett adds to planning team

HAMISH MADDEN  |  TUESDAY, 26 JUN 2007
... planning, superannuation death benefits, wills, challenges to wills, deceased estates, trusts and business succession planning. Williams is currently chair of the Financial Planning and Superannuation Committee for the Law Institute of Victoria.

LG teams up with ipac on succession

HAMISH MADDEN  |  MONDAY, 6 NOV 2006
... Strategies, a Charter Financial Planning practice, has joined ipac's Equity Partners Program to help solve its succession planning challenges. LG Financial Strategies principal, Rohan Gulasekharam, considered a variety of succession planning options ...

MLC forms succession team to work with practices

HAMISH MADDEN  |  TUESDAY, 17 OCT 2006
MLC has formed a dedicated succession planning team to assist advisers to plan for retirement and comprehensively manage all aspects of their business towards succession. The Succession and Acquisition Services (SAS) team will be headed up by Bob Neill ...