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 success.
Esencia Wealth says investing in a pipeline of new advisers sits at the “top of our list”, including building clear career pathways to retain new entrants.
Advisers make a valuable difference to their client’s retirement. As a registered adviser you can access our new Adviser Portal and dedicated support from our Advice Relationships team.
Pinnacle managing director Ian Macoun has shared an update on its newest UK affiliate as he flags how almost three-quarters of FY24 net flows come from international investors.
Iress has announced the completed sale of its UK mortgages arm, representing the fourth and largest divestment successfully executed under its transformation strategy.
The acquisition of Maple-Brown Abbott is expected to be earnings accretive for Antipodes Partners and presents it with complementary asset classes for future growth.
Mercer has received a heavy penalty from the Federal Court after making misleading statements about the sustainable nature and characteristics of its Mercer Super Trust investment options.
