SUCCESSION PLUS

Financial planning

There is an untapped role for financial advisers to help business owners sell their business and understand how that can fit into their retirement plans, according to Suc...

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People & Products

Succession Plus has appointed Darryl Bates-Brownsword as its new chief executive and will unify its UK and Australasian divisions....

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Features

While financial advisers help clients with their estate plans, they would do well not to forget their own especially if they own their advice practice, Jassmyn Goh finds....

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Financial planning

Advisers looking to sell their business as they exit the industry are likely to have to sell at a lower price than they expected because of the uncertain environment....

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Financial 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....

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Expert Analysis

When running an advice practice, writes Craig West, it is prudent to think about how to exit it in the best possible way from the beginning....

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Financial planning

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....

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People & Products

NowInfinity founder Amreeta Abbott will be a shareholder and board member of Succession Plus, following the sale of her business for $25 million to Class. ...

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

13 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

13 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

14 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago