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Showing 41 - 50 of 216 results for "Succession planning"

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 ...

Super tax change to impact SMSF members: Research

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
... farmers consider their land holdings as their primary retirement nest egg. "This practice is paramount in succession planning, where land assets are frequently transferred into SMSFs to facilitate retirement income for retiring farmers," he explained. ...

Farmers distressed by superannuation tax overhaul

ANDREW MCKEAN  |  THURSDAY, 5 OCT 2023
... [farmers] consider their land holdings as their primary retirement nest egg. This practice is paramount in succession planning, where land assets are frequently transferred into SMSFs to facilitate retirement income for retiring farmers." "The taxation ...

Talent attraction key to family office growth: KPMG

CHLOE WALKER  |  WEDNESDAY, 23 AUG 2023
... increasingly shaping themselves with a corporate-style structure reflected in their approaches to investment, succession planning, governance, and recruitment. "At KPMG, we are often asked by family offices, 'What should I pay my CEO?' Family ...

MFS appoints new country head

CASSANDRA BALDINI  |  TUESDAY, 15 AUG 2023
... thanked Poirier for her many contributions. "As part of MFS' thoughtful and transparent approach to long-term succession planning, Marian has been working closely with Josh on the transition and will continue to do so until Q1 2024," she said. "We feel ...

Family offices increasingly involved in succession planning

CHLOE WALKER  |  THURSDAY, 13 JUL 2023
... wealth administration provider Ocorian, family offices across the globe seem to be in good shape regarding succession planning. Ocorian's latest report, titled 'Family Offices and the role of third-party service providers' found 88% of family offices ...

Managed fund research lead at Koda resigns

KARREN VERGARA  |  MONDAY, 26 JUN 2023
... The firm has four key offerings: tax advice and structuring, investment strategies, philanthropy, and family succession planning. It has about 114 staff members nationwide and 46 partners. Coggins will stay on with the firm for a few more months to finish ...

Family offices ignoring $3.5tn time bomb: KPMG

ANDREW MCKEAN  |  THURSDAY, 1 JUN 2023
... family business Robyn Langsford commented that business experience doesn't necessarily equate to successful succession planning. "In working with many successful family business entrepreneurs and family elders in Australia and around the world, there's ...