SUCCESSION PLANS
Funds management
Global investment manager Nuveen has appointed William Huffman as its new chief executive, succeeding Jose Minaya who departs after 20 years at the business....
Funds management
The intergenerational wealth transfer is in full swing with the number of billionaires who have inherited their money outpacing those who are self-made for the first time...
Financial planning
Louisa Sanghera highlighted the importance of a succession plan to Money Management after countless health battles spurred her to implement one....
Financial planning
Macquarie Business Banking has revealed the top characteristics of high-performing financial advice practices, including how succession planning and client engagement can...
Financial planning
Reflecting on GFM Wealth Advisory’s gold anniversary this year, managing partner Paul Nicol shares his insights on what it takes to be a trusted business serving clients ...
Financial planning
In the last 12 months, there’s been a marked improvement in future planning among mature firms, according to Adviser Ratings, but younger firms have yet to follow suit....
Financial planning
Advice businesses principals need to think about succession plans immediately as it could take two to three years to implement. ...
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MARKET INSIGHTS
Podcast
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...