Money Management explores the pros and cons of appointing a younger staff member as your successor, and why financial advisers shouldn’t underestimate their skills.
LGT Crestone has made two senior hires to its Melbourne office to boost growth in its high-net-worth and family office services, making 10 appointments from Escala Partners.
The Financial Services Council has recommended changes to regulatory design as millions more consumers are expected to need advice in the coming years.
Two wealth managers focused on high and ultra-high-net-worth clients have announced a merger, with over 180 years of history between them.
Perth-based estate planning specialist Succession Matters has announced a partner appointment as the firm prepares its own business succession plan.
Northern Trust Asset Management is an investment management firm entrusted by investors around the globe to help them navigate changing market environments, so they can confidently realize their long-term objectives.
With business owners very rarely planning their exit from the advice practice in advance, three experts underscore why succession planning is critical for long-term success.
Esencia Wealth says investing in a pipeline of new advisers sits at the “top of our list”, including building clear career pathways to retain new entrants.
The acquisition of Maple-Brown Abbott is expected to be earnings accretive for Antipodes Partners and presents it with complementary asset classes for future growth.
Iress has announced the completed sale of its UK mortgages arm, representing the fourth and largest divestment successfully executed under its transformation strategy.
