SUCCESSION PLUS

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...

image
People & Products

Succession Plus has appointed Darryl Bates-Brownsword as its new chief executive and will unify its UK and Australasian divisions....

image
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....

image
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....

image
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....

image
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....

image
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....

image
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. ...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

1 month 4 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

3 weeks 3 days ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

2 weeks 2 days ago

The Federal Court has made interim orders to freeze the assets of a managed investment scheme, its responsible entity, and a director....

1 month ago