Advisers misunderstand succession plan value

17-Aug-2017|By Sarah Kendell

Many advice business owners misunderstood succession planning as a quick exit strategy when in fact it was a multi-faceted process that could add significant value to the business if executed properly, according to Centurion Market Makers. S.. Read More

Saxo flags managed accounts move


Saxo Capital Markets has flagged a move into the managed account space as managed account providers, platforms and dealer groups increasingly demand more sophisticated technology to facilitate ownership of direct int.. Read More

HNW women present advice opportunities


While the number of female high net worth (HNW) entrepreneurs in Australia was less than 10 per cent, the growing number of female business owners presented a growing opportunity for wealth managers, according to a n.. Read More

Alphinity, Insight appoint new staff


Fund manager Alphinity Investment Management has appointed former Fidelity and Credit Suisse analysts Stuart Welch and Richard Hitchens to two senior analyst roles. Alphinity said in a statement that Welch had b.. Read More

Ex-Vanguard manager takes Fidelity role


Former Vanguard account manager Andrew Mathie has become Fidelity International’s new director of wholesale sales in Australia. In his new job, Mathie will lead the overall strategy for Fidelity’s wh.. Read More

Serial ASIC offender at it again


A previously banned financial adviser is facing further ASIC proceedings after the regulator successfully added him as a fourth defendant to proceedings against companies he owned. Joshua Fuoco was originally ba.. Read More

UBS hires ex-Lazard retail manager


UBS Asset Management has appointed a former national retail manager for investment firm Lazard Asset Management as its new head of wholesale business for Australasia. In a statement, the asset manager said in th.. Read More

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