Search Results | Showing 91 - 100 of 195 results for "Practice management" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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. |
| | | | 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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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