Succession Plus has appointed Darryl Bates-Brownsword as its new chief executive and will unify its UK and Australasian divisions.
While financial advisers help clients with their estate plans, they would do well not to forget their own especially if ...
Advisers looking to sell their business as they exit the industry are likely to have to sell at a lower ...
Employing younger advisers can provide a pathway for succession planning as well as help firms fill gaps left by older ...
When running an advice practice, writes Craig West, it is prudent to think about how to exit it in the ...
There is a ‘lost generation’ of advisers unable to progress in their careers as business owners are reluctant to sell ...
NowInfinity founder Amreeta Abbott will be a shareholder and board member of Succession Plus, following the sale of her business ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
