SUCCESSION PLANNING

Financial planning

The succession fund helping advisers enjoy la dolce vita

AWAG and Teaminvest Private Group have teamed up to offer a succession lending fund to help advice principals navigate succession planning and enjoy their retirement. ...

Financial planning

Younger staff sets firms up with succession 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....

Financial planning

Lack of 'natural pathway' for generation of advisers

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....

Tools & guides

Understanding business insurance

Business owners or self-employed individuals in Australia present an opportunity for advisers to engage with customers who may have a greater net-worth and need for finan...