POWERED BY MOMENTUM MEDIA
SUCCESSION PLANS
Financial planning
With a large group of advisers expecting to exit before the 2026 education deadline, an industry expert shares how these practices can best prepare themselves for sale to...
Financial planning
The impending retirement of financial advisers in their 50s could see the profession face significant succession challenges over the coming decade and younger advisers ma...
Financial planning
A failure to implement a succession plan could negatively impact the sale price of an advice firm, with almost half of practices telling CFS that they would struggle to o...
Expert Analysis
With the end of financial year fast approaching, this may be an optimal time to start a discussion with families about future succession planning, writes Peter Leggett. ...
Financial planning
There is a gap in the market for Australian advisers to help individuals with succession planning as the country has been noted by Capital Group for being overly “hands o...
Expert Analysis
A lawyer has shared how financial advisers can collaboratively work with law firms to successfully protect their clients' assets in the case of a family dispute....
Financial planning
Less than one-third of Australian business owners have an ongoing advice relationship, according to NAB Private Wealth, highlighting an unmet opportunity for the advice p...
Financial planning
Australian dealmakers are expectant of deals in 2025 to come from a silver tsunami of retiring practice owners who are planning for their succession, with generational sh...
Financial planning
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. ...
Features
Money Management explores what is needed for a successful fund manager succession plan as a generation of managers approach retirement and how firms can mitigate the risk...
Financial planning
The wealth management sector is bucking the global trend of declining M&A and two industry-specific factors could mean it sees a further uptick in 2025, according to Delo...
Financial planning
Having a trusted second-in-command to handle daily operations is critical for financial advice leaders who are seeking greater work/life balance, according to an advisory...
Financial planning
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. ...
Financial planning
Perth-based estate planning specialist Succession Matters has announced a partner appointment as the firm prepares its own business succession plan....
Features
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 succe...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...