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Showing 91 - 100 of 195 results for "Practice management"

ClearView appoints former MLC BDM of the Year

STAFF WRITER  |  WEDNESDAY, 19 MAR 2014
... development manager in Victoria. McDonald has spent the past 10 years working in business development management and practice management roles within large financial services companies such as Professional Investment Services and more recently Financial ...

Actuate rebrands, now SFG Alliance Services

LAURA MILLAN  |  TUESDAY, 18 MAR 2014
... the support of SFG through advice documents, research, product and platform solution, technical services, practice management, succession planning, marketing and sales. In the six months since launch, SFG Alliance Services has already attracted 12 AFSL ...

BT arms planners with tablets to improve advice

HARRY PAGE  |  THURSDAY, 13 MAR 2014
... and reflects how people are using technology in their everyday lives," he said. BT Financial Group head of practice management for advice Wes Hall said this was part of a suite of enhancements that the group was installing to improve advice. "Our dedicated ...

Advice industry under-prepared for younger client base

MARK SMITH  |  FRIDAY, 7 MAR 2014
... similarly engages women in the industry to create a community for networking, coaching, mentoring, leadership, practice management and a community that will attract and nurture new talent. The FPA, also engages with the issue through events such as its ...

Centrepoint makes four key appointments

LAURA MILLAN  |  WEDNESDAY, 5 FEB 2014
... for PIS. Backman joined PIS in 2010 as a practice consultant and he has experience in practice development, practice management, senior financial planning and finance.

Key PIS and Asteron execs move to Millennium3

ALICE URIBE  |  WEDNESDAY, 15 JAN 2014
Two key executives from Professional Investment Services (PIS) and Asteron respectively have joined the practice management division of the ANZ-owned dealer group Millennium3. The former PIS regional manager for Queensland Mark Stubbing has joined Millennium3 ...

BT to double time advisers spend with clients

LAURA MILLAN  |  THURSDAY, 10 OCT 2013
... Transformation program that aims to double the time advisers spend in meetings with their clients. BT head of Practice Management Wes Hall told Financial Standard that the program "will help advisers connect with their clients in a different way." The ...

BT launches adviser website and app

JAMES FERNYHOUGH  |  MONDAY, 17 JUN 2013
BT Financial Group (BTFG) has launched a new website, BT Adviser Services (BTAS), bringing its entire practice management offer into one place. BTAS gives access to technical information and advice in areas such as superannuation, social security, retirement ...

BT wins award for 'Your World' tool

JAMES FERNYHOUGH  |  TUESDAY, 4 JUN 2013
... client in the planning process and this can sometimes be confronting for a new client," said BTFG's Head of Practice Management Wes Hall. "This tool increases client trust, the quality of relationships and better advice - a triple win." Westpac and St ...

No middle ground post-FoFA

LAURA MILLAN  |  MONDAY, 13 MAY 2013
... in the middle ground is going to be very hard." Heine explained that regulatory requirements demand better practice management and efficiency from advisers, as well as offering value to clients. However, FoFA requirements such as fee disclosure might ...