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CRAIG WEST
Financial planning
There is an untapped role for financial advisers to help business owners sell their business and understand how that can fit into their retirement plans, according to Suc...
Features
While financial advisers help clients with their estate plans, they would do well not to forget their own especially if they own their advice practice, Jassmyn Goh finds....
Financial planning
Advisers looking to sell their business as they exit the industry are likely to have to sell at a lower price than they expected because of the uncertain environment....
Financial planning
Employing younger advisers can provide a pathway for succession planning as well as help firms fill gaps left by older advisers exiting the industry....
Expert Analysis
When running an advice practice, writes Craig West, it is prudent to think about how to exit it in the best possible way from the beginning....
Financial planning
There is a ‘lost generation’ of advisers unable to progress in their careers as business owners are reluctant to sell up, according to Succession Plus....
People & Products
NowInfinity founder Amreeta Abbott will be a shareholder and board member of Succession Plus, following the sale of her business for $25 million to Class. ...
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MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...