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Showing 31 - 40 of 213 results for "Succession planning"

Sequoia chief reappointed, hunt for successor kicks off

ANDREW MCKEAN  |  WEDNESDAY, 24 JUL 2024
... executive Garry Crole has accepted a fixed-term contract that will see him extend his tenure to June 2026, but succession planning efforts are afoot. This fulfills the promise made in a company presentation to investors, in which the board committed ...

Succession planning troubles family offices: J.P. Morgan

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... US$1.4 billion net worth in J.P. Morgan Private Bank's inaugural 2024 Global family office report cite succession planning as a top priority. Out of the 190 global family offices canvassed, of which 144 were based in the US, some 40% want the family's ...

Heartland finally gets regulatory approval for Challenger Bank acquisition

ELIZA BAVIN  |  MONDAY, 8 APR 2024
... be stepping down after 15 years with the group at the end of 2024. Greenslade will work with the board on succession planning. In addition, chief executive of RACQ Bank in Queensland, Michelle Winzer has been appointed chief executive of Heartland Bank ...

Advice PDMs, BDMs at inflection point: Survey

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... within their organisation. About 72% of managers help advisers recruit staff, provide strategic planning, succession planning, training and professional development, and business coaching. Only 5% of BDMs assist advisers with compliance and monitoring ...

Morningstar reveals Australian equities upgrades, downgrades

ANDREW MCKEAN  |  FRIDAY, 15 DEC 2023
... drew a downgrade. While a long-time portfolio manager and inimitable approach remain the drawcards, a lack of succession planning and key-person risk management somewhat tempered Morningstar's view. The State Street Australian Equity strategy was downgraded ...

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
... consolidated reporting, structured giving expertise, estate planning, insurance and asset protection advice, business succession planning, private banking and commercial finance, trustee services, tax planning, cash flow planning, and debt management. ...

Billionaires of all ages watching AI: Research

CHLOE WALKER  |  FRIDAY, 1 DEC 2023
... legacies," Lo said. "Billionaires in APAC are increasingly seeking effective family strategies and bespoke succession planning advice to build family connections and foster the exchange of values and experience between generations. "Yet no family is ...

Will HNW firms re-enter retail advice?

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
... generation, as well as a number of businesses that will liquidate in the next several years and also be looking at succession planning," she said. "We do think that we will need to think more about retail advice in the future, as education is going to ...

Bell FG announces leadership shakeup

CHLOE WALKER  |  FRIDAY, 27 OCT 2023
... the company that we have built and I have complete confidence in our senior management team," Provan said. "Succession planning has been in place for some time now." Provan added that Selvarajah and Davenport have complementary skills and know the business ...

TAL makes leadership changes

KARREN VERGARA  |  WEDNESDAY, 11 OCT 2023
... obvious choice to appoint these roles from within TAL, reflecting our commitment to leadership development and succession planning". "I would also like to thank Tim for his valuable contributions to TAL over a decade and his leadership of the Individual ...