22 January 2010 | DKN Financial Group has made a minority investment in regional financial companies BMG Partners and BMG Financial Planning.
24 November 2009 | There is a misconception that during the global financial crisis banks changed their lending criteria for those looking to acquire financial planning practices.
9 November 2009 | Portfolio Planning Solutions' acquisition drive, which in recent months has seen it grow by $130 million in funds under advice, has resulted in its largest single acquisition.
8 September 2009 | The global financial crisis is spurring record demand by advice firm principals for help in putting succession plans in place, according to the head of IPAC Business Partnering, John Saint.
28 August 2009 | Planners should work with referral partners to achieve the best business succession outcome, writes JON DE FRIES.
09:41 AM | Submission to the joint parliamentary inquiry claims the buyer of last resort policy is biased towards product providers.
2 April 2009 | Peter McKnoulty discusses the costs relating to business succession planning for financial advisers.
5 March 2009 | Succession planning is all about the people, write ELISA NUDELMAN and DENISE BLACK.
24 October 2008 | Acquires InTouch Financial Planning.
18 August 2008 | Advisers urged to ‘up skill’ to meet demand.
1 November 2007 | A country calling
29 May 2007 | The evolution of succession planning procedures is likely to see a move away from the practice of selling entire businesses in a one-off transaction to a stage by stage sell down over a longer period of time, according to an industry expert on the subject.
30 March 2007 | Abstract Long
9 February 2007 | Ipac Securities has signed another financial planning practice through its unique equity partnering program, bringing the number of practices that have joined the financial advisory firm in search of a succession planning solution to more than 20.
17 January 2007 | In statistics that should serve as a warning to financial planning practitioners looking to acquire other practices as part of the business succession push, CPA Australia has released the results of a survey emphasising the importance of the financial due diligence process.
10 November 2006 | A business sustainability expert has warned the industry to change its employment practices in order to attract more people into the profession.
8 November 2006 | The head of sales financial planning at Macquarie Bank in Melbourne has advised financial planning practitioners that having a sound succession plan in place can impact the ability of the business owners to attract adequate funding to drive the entity forward.
17 October 2006 | MLC has moved to address the succession planning issue for its advisers by putting together a Succession and Acquisitions Services team dedicated to guiding planners through the process.
20 September 2006 | A major priority for financial advisory association Million Dollar Round Table in the coming year is to use its global reach to formulate solutions to the impending issue of Baby Boomer retirement, according to its president Philip Harriman.
4 September 2006 | AXA’s succession planning tool has proved to be popular among advisers in their efforts to maximise the value of their business when the time comes for the owner to retire.
31 July 2006 | Financial advisers need to minimise the risks associated with their practices in order to realise the highest value for their businesses when looking at succession planning, according to a leading accounting firm offering consulting services to practice owners.
16 June 2006 | IOOF-owned Winchcombe Carson Financial Planning has struck up a strategic alliance with computer solutions company Bstar to enhance the practice management platform provided to its advisory network.