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Showing 91 - 100 of 131 results for "Practice Development"

Licensee Select new manager

ELISE BURGESS  |  THURSDAY, 7 JUL 2011
... (FIA), which has ten planning firms with over 35 advisers. Licensee Select currently provides compliance, practice development, research and advice solutions to almost 100 licensees and 480 advisers.

FIA growth leads to Licensee Select

ELISE BURGESS  |  MONDAY, 23 MAY 2011
... outsourcing. The change will affect FIA's ten planning firms with over 35 advisers, who will now receive compliance, practice development, research and advice solutions through Licensee Select. The contract started on March 22 after a long due diligence ...

Kearney Group earns top planning award

MATT WOODINGTON  |  WEDNESDAY, 11 MAY 2011
... advice, meeting licensee's standards on "A grade compliance", diversity of income streams and commitment to practice development. Advocacy within and for the Securitor group, first rate, comprehensive statements of advice and outstanding outcomes for ...

New Russell manager to tackle prac management

ELISE BURGESS  |  MONDAY, 9 MAY 2011
Russell Investments has appointed former Ipac Securities head of advice capabilities as its new practice development manager intermediaries, with a brief to roll out its practice management program. John Nolan has taken on the role and will be responsible ...

AXA name adviser of the year

ELISE BURGESS  |  WEDNESDAY, 27 APR 2011
... Andrew Waddell, AXA Financial Advice Network's general manager. The decision is based on professional and practice development, feedback from colleagues and the contributions made by the individual.

RI Advice Group targets WA practices

ELISE BURGESS  |  THURSDAY, 24 FEB 2011
... four to five practices in Western Australia alone with talks underway already. Peter Ornsby, RI's head of practice development, said RI had been looking at WA for the last two years after contracting Graham Hyland as regional manager in Western Australia ...

Tyndall names head of retail

ELISE BURGESS  |  THURSDAY, 25 NOV 2010
... of Tyndall. Former roles include NSW business development manager with ING and senior sales role and as a practice development manager for dealer group Aviva. On November 16, Tyndall Investments in Australia and New Zealand was sold to Nikko AM for up ...

Fee-for-service assist program launch

ELISE BURGESS  |  FRIDAY, 19 NOV 2010
Practice development firm, Elixir Consulting, has launched a practice management online service that can help advisers switch to fee-for-service a lot easier. Building on its already released book by the same name, the new program is for advisers that ...

Securitor tags AFG for mortgages

COMPANY RELEASE  |  MONDAY, 21 JUN 2010
... path for their investment and retirement strategies later in life." Younger said crucial to this deal is the practice development team, who will closely work with advisers to guide and coach them in the implementation of this initiative. "As the industry ...

Veitch wins top AXA adviser award

COMPANY RELEASE  |  FRIDAY, 7 MAY 2010
... of the adviser's contribution to the AXA Financial Advice Network. "Each year we assess professional and practice development, feedback from colleagues and the contribution made by the individual to their local and wider community, as well as the industry," ...