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




High-income earners caught in cap changes

09-May-2013

Proposed measures to legislate changes to superannuation concessional contributions could create a one-off impact on the remuneration and financial plans of high-income-earning Australians. A Macquarie Adviser S.. Read More

EQT expected to fight for Trust

09-May-2013

Equity Trustees is unlikely to walk away from its bid to acquire the Trust Company, with speculation the group is planning a counter-offer to Perpetual’s bid. The listed financial services company left the.. Read More

Mason Stevens focusing on MDA technology

09-May-2013

Boutique investment manager Mason Stevens will continue to grow its capabilities and managers in the managed discretionary account (MDA) space as part of its medium-term strategy. Mason Stevens managing director.. Read More

AFS creditors meet with administrator

09-May-2013

Creditors of dealer group Australian Financial Services (AFS) Group met with the company’s administrator this week to discuss the outcome of its assessment of AFS’s financial position. A spokesman f.. Read More

Emerging market momentum will take time

09-May-2013

Underperformance and continued investor reservations are hampering interest in emerging markets, with real growth not expected to reach the asset class in the immediate term, according to the Capital Group. Capi.. Read More

Trust deal an $85m revenue boost for Perpetual

08-May-2013

Perpetual is set to add $85 million in revenue to its balance sheet and increase economies of scale across its private client and investment divisions if its proposed takeover of the Trust Company proceeds. A co.. Read More

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