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Showing 21 - 30 of 213 results for "Succession planning"

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 ...

FAAA celebrates adviser excellence

MATTHEW WAI  |  FRIDAY, 29 NOV 2024
... their personal values and life goals, and its comprehensive and sustained commitment to both business and succession planning. Meantime, Mazi Wealth director Deline Jacovides from Brisbane received the FAAA Inspire Women - Excellence in Advice Award. ...

Teaminvest partners to launch new fund

ELIZA BAVIN  |  TUESDAY, 12 NOV 2024
... have partnered to launch the Succession Lending Fund. The fund was designed to address the growing need for succession planning within the accounting and financial planning sectors. AWAG said the fund offers a timely solution to help firms navigate the ...

Mutual Trust adds three partners

ELIZABETH FRY  |  MONDAY, 14 OCT 2024
... years ago. He specialises in tax and commercial issues for private and operating family businesses, estate and succession planning. Before the family office, Henderson worked for several Big Four and mid-tier chartered accounting firms where he provided ...