Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 191 - 200 of 213 results for "Succession planning"

Planners find Avenue in succession

Privately-owned dealer group Avenue Capital Management practiced what it preached on succession planning when it sold a substantial stake of its business to one of its staff. Stephen Barratt, who joined Avenue as a financial planner in 2004, has bought ...

Keating and Sen Chapman to launch AFA conference

ALEX DUNNIN  |  WEDNESDAY, 23 AUG 2006
... Financial Advisers annual conference in October. The theme of this year's conference will be leadership, advisor succession planning, and the changing face and future of financial planning. There will also be a major focus on building the right charging ...

IOOF rationalises and re-brands dealer group

HAMISH MADDEN  |  TUESDAY, 15 AUG 2006
... deliver on the advice based focus. Practice management will also be facilitated by Bstar practice management and succession planning software. "Consultum, which is Latin for 'advice', neatly encapsulates the dedicated advice based service offering the ...

Fin planners need to re-think succession strategy

... owners of a business that can operate independently of their involvement." In response to the likely demand for succession planning advice, with 50 per cent of advisers in the country expected to exit the industry in the next three to five years, HLB ...

DeAM appoints deputy CIO and two for fixed interest

HAMISH MADDEN  |  TUESDAY, 6 JUN 2006
... development. Fay said the moves underpinned DeAM's long-term business strength and was part of a forward thinking succession planning strategy. "These appointments demonstrate our commitment to proactive succession planning, and support our goal of continuity ...

Super Budget benefits all around: AXA

HAMISH MADDEN  |  THURSDAY, 11 MAY 2006
... retirement savings strategies and options for individuals, in simplifying retirement plans and for improving succession planning for business, particularly for financial advice businesses. For business succession, particularly relevant to planners who ...

AMP stalwart tipped to replace Genesys MD

KATE HAGE  |  THURSDAY, 13 APR 2006
... grow the business by setting valuation models on member firms, increasing their liquidity and establishing succession planning models. AMP Capital Investors confirmed the information late this afternoon.

Planners advised to plan ahead on succession

Financial planners might be able to help you with your retirement but when it comes to their own succession planning they could do with some help from business experts. AXA has launched its merger, acquisition and succession planning initiative 'GROW' ...

Magnitude on the lookout for practices in growth phase

... the technological muscle and investment experience to help their practice partner boost profits and handle succession planning. Spiers said that internal research showed that 'succession planning' is one of the Achilles heels of the most successful or ...

Succession planning driving advisers more than sales

Financial advisers are putting succession planning ahead of 'sales focused' priorities such as lead generation and marketing, according to a recent AXA industry survey. Steven Davison, AXA distribution planning manager, says, "[There has been a] significant ...