Search Results | Showing 1291 - 1300 of 4966 results for "Practice" |
| | | Cornerstone portfolios will be made available on BT Panorama for Invest Blue clients. Invest Blue has partnered with BT, in conjunction with Ironbark and Russell Investment Management, to develop a managed account solution for the advice firm's client ... |
| | | | ... advice software such as Xplan, sends clients relevant sections in stages, and offers a custom-branded solution for each practice. The initial beta testing found advisers save around 20 minutes during the fact find process and led to higher client engagement ... |
| | | | With just 65 new names appearing on the ASIC Financial Adviser Register in 2020, the rapid decline in adviser numbers has industry experts calling for a wage subsidy to incentivise advice practices to take hire graduates. In its pre-Budget submission ... |
| | | | Ares Management has backed out of its acquisition proposal with AMP saying its strategy for its Australia and New Zealand wealth management businesses is likely to be the optimal way forward. The announcement comes as AMP disclosed its full year results ... |
| | | | ... and scalability will enable us to automate processes and achieve efficiencies at this time as we build a global best practice internal investment capability. Combining internal and external investment management in one desktop system will allow us to ... |
| | | | ... dealer groups has made two key hires. Kevin Mayne and Lisa Ng are both joining Lifespan Financial Planning as national practice development managers. Mayne joins Lifespan after five years as regional manager at Elders Financial Planning, before the dealer ... |
| | | | ... of Enzumo, the introduction of an online adviser portal, Centrepoint Connect, and the development of the Centrepoint Practice Dashboard tool," he said. "We believe Intelliflo's technology will greatly benefit financial advisers, and we are delighted ... |
| | | | Over 70% of companies are not prepared to detect unexpected events like COVID-19, according to a survey of over 400 global risk and compliance decision makers. The study by Dataminr found that only 29% of firms felt confident they have the technology ... |
| | | | The Association of Financial Advisers has called on the government to provide a wage subsidy to financial advice practices to encourage employment of new entrants needing to complete their professional year. In its pre-Budget submission, the AFA has ... |
| | | | ... company NAB, working in senior roles across insurance and business development. He then took on a leadership role in practice development at MLC in January 2012. Investment Trends made two other senior leadership appoints recently. After 11 years, head ... |
|