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Showing 201 - 210 of 213 results for "Succession planning"

AXA to help advisers with succession strategies

... services group AXA will launch a range of business solutions in November designed to help financial advisers with succession planning and the sale or purchase of their practices. The initiative comes in response to a report that revealed nearly half ...

Fidelity releases HR toolkit for advisers

... useful tool." Said Brook Carter, Fidelity's Director of Marketing. The next module due early next year is on succession planning, another hot topic for financial planners.

NAB to support mortgage broking businesses

... insurance advice, technology platforms, training programs, compliance monitoring, practice management support and succession planning strategies. "To provide advice on insurance a mortgage broker will more frequently need to operate under an Australian ...

MLC looks for more advisers

... relationships and promoting our licensee offerings," Adviser Growth and Development executive, Wayne Handley, says. Succession planning will also be an area of focus. Quin-Conroy was most recently head of business consultancy in MLC's London office. ...

MLC set to grow adviser network

... scholarship package to encourage advisers to recruit new authorised representatives to their practices and succession planning.

Succession planning key issue for strata management industry

Research commissioned by Macquarie Bank has revealed that the strata management industry is set for a change with nearly 50 per cent of principals planning to sell all or part of their businesses in the next three to five years. Findings from the research ...

Moores Legal beefs up estate planning business

... just wills, probate and aged care. In fact it encompasses a range of commercial aspects including business succession planning, asset protection, business structuring, trusts, superannuation, investment and tax issues" said Moores Legal commercial partner ...

Adele Lloyd to take over as Adelaide Bank chair in 2005

AAP  |  THURSDAY, 30 SEP 2004
... that under their guidance he was confident Adelaide Bank will continue to grow "from strength to strength". "Succession planning is an integral and vital part of successful business in Australia today," McKay said. "The Adelaide Bank board has deemed ...

Ernst & Young CEO Brian Schwartz to step down at end of year

AAP  |  TUESDAY, 1 JUN 2004
... 25 years with Ernst & Young and six years as CEO he feels it is the right time to move on. \"The board\'s succession planning ensures we will be in a position to announce the new CEO shortly, following consultation with the partnership.\" Long said Schwartz\'s ...

Agency confirms CFS ratings, following Harding's departure

... Australian Share Fund continues to attract a three star rating. Morningstar highlighted the success of CFS's succession planning in the past, and said the departure of Mr Harding could possibly lead to a re-invigouration of the GDP-Plus style process. ...