Search Results | Showing 121 - 130 of 195 results for "Practice management" |
| | | ... September 14-15 in San Diego, California, the Major Firms Symposium includes sessions on regulatory issues, practice management, and the current state of the industry. |
| | | | ... solution was driven by AXA's desire to provide the best possible technology framework to deploy advice and practice management services to its adviser businesses, said Tizzy Vigilante, IRESS general manager, wealth management Australia. "Our continued ... |
| | | | ... auditors comply with mandatory auditing standards, Neal said. Sage HandiSoft provides taxation and accounting practice management software and says it has more than 6700 practice clients. Sage is part of a multinational group operates in more than 26 ... |
| | | | ... Wealth as head of distribution business transformation after seven years with CFS. He has also held head of practice management roles at Financial Wisdom and Godfrey Pembroke. "Greg has a vast knowledge of the issues facing the wealth management industry ... |
| | | | ... will offer social media capabilities. The content available on the website will be a mix of market insights, practice management, a live blog and forum community and short videos. Nolan said they have been careful to include and product a lot of local ... |
| | | | BT Financial Group has appointed its new head of practice management with plans to expand its key planner services. Wes Hall will lead of team of 104 that will conduct reviews and consider products, quality and compliance across all BT brands with regulatory ... |
| | | | ... 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 for rolling out the new service, Russell Practice Management ... |
| | | | ... said ownership will remain with its advisers and will retain open architecture, practical compliance, proven practice management and an adviser driven culture. For the bulk of last year, AFS was open to takeover discussions with one unnamed potential ... |
| | | | Count Financial is to roll out a new practice management program for advisers after appointing a new senior executive for business development, marketing and events. The accountant-based financial planning group has appointed former AMP general manager ... |
| | | | 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 ... |
|