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Showing 121 - 130 of 195 results for "Practice management"

Planning industry unified on commissions: AMP

ELISE BURGESS  |  FRIDAY, 9 SEP 2011
... 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.

AXA adopts new wealth platform

RACHEL DAVIS  |  THURSDAY, 8 SEP 2011
... 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 ...

Cloud software brings pay-per-audit revolution

ALISON BEVEGE  |  WEDNESDAY, 31 AUG 2011
... 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 ...

ANZ restructure gathers pace with new planning head

MATT WOODINGTON  |  TUESDAY, 26 JUL 2011
... 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 ...

Russell adviser community moves online

ELISE BURGESS  |  THURSDAY, 21 JUL 2011
... 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 ...

BTFG new head of prac mgmt

ELISE BURGESS  |  MONDAY, 30 MAY 2011
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 ...

New Russell manager to tackle prac management

ELISE BURGESS  |  MONDAY, 9 MAY 2011
... 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 ...

AFS rebuff takeover offers to go it alone

ELISE BURGESS  |  FRIDAY, 8 APR 2011
... 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 new strategy for advisers

ELISE BURGESS  |  FRIDAY, 1 APR 2011
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 ...

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 ...