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Showing 21 - 30 of 216 results for "Succession planning"

Plenary adds to executive lineup

MATTHEW WAI  |  FRIDAY, 4 JUL 2025
... Crowe said all the new roles reflect Plenary's strong focus on developing its own talent and focus on succession planning. "We have created global teams centered around our core value propositions, leveraging our in-country expertise while strengthening ...

Inheritance dissatisfaction an advice opportunity: Report

MATTHEW WAI  |  THURSDAY, 12 JUN 2025
... surveyed 600 HNW individuals across Europe, Asia Pacific, and the US to explore the use of inheritances and succession planning. The research highlights that inherited money often sits dormant or underutilised. On average, only 22% of inherited capital ...

Perpetual promotes two to strengthen fixed income team

MATTHEW WAI  |  TUESDAY, 3 JUN 2025
... portfolio manager. Gillespie said: "Greg built a strong reputation as an investor and our longstanding approach to succession planning and promoting from within ensures investors will continue to benefit from a high-quality team, process and investment ...

Cbus chief investment officer resigns

ELIZA BAVIN  |  WEDNESDAY, 30 APR 2025
... professionals with whole-of-fund experience - like his successor Leigh Gavin. Cbus has always had a strong focus on succession planning and having a strong depth of leaders," Fok said. "Brett's commitment to members and his determination to deliver them ...

AIOFP partners with fintech firm to offer white-labelled digital advice

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
... and for every working Australian," Johnston said. "AIOFP's relationship with NEXT RURAL, a service offering succession planning opportunities for the accounting profession will also benefit from the moneyGPS partnership. "The AIOFP is excited about its ...

Active Super PM opens asset consultant

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... two factors adding complexity to their decision-making processes. "To secure long-term stability, effective succession planning and liquidity management are non-negotiable. Investment diversification and proactive scenario planning, backed by professional ...

AIOFP and IFPA enter 'strategic alliance'

ELIZA BAVIN  |  FRIDAY, 14 MAR 2025
... IFPA members exploring new revenue streams will benefit from seamless entry into AIOFP's well-regarded succession planning program, ensuring long-term business continuity and client retention." The statement said the alignment will also strengthen ...

BUSSQ abandons appeal, concedes to licence conditions

ANDREW MCKEAN  |  THURSDAY, 13 MAR 2025
... and propriety of responsible persons, requiring "significant financial institutions" to engage with it on succession planning and potential appointments.

Super, insurance, and bank boards' 'poor practices' targeted by APRA

ANDREW MCKEAN  |  THURSDAY, 6 MAR 2025
... fitness and propriety of responsible persons, requiring significant financial institutions to engage with it on succession planning and potential appointments. Other proposed changes take aim at board independence - especially for entities nested within ...

Sally Auld to take on chief economist role at NAB

ELIZA BAVIN  |  TUESDAY, 3 DEC 2024
... legacy and lead our economics function into the future. Her appointment reinforces our commitment to internal succession planning," Goonan said. The news comes after Auld was placed to take on a new role within JBWere following the departure of Maria ...