Search Results | Showing 131 - 140 of 185 results for "Practice Management" |
| | | ... all aspects of advice delivery and will manage the Aon network of over 200 advisers. With a background in practice management and adviser recruitment Walker will be tasked with implementing Aon's advice channel strategy with a focus on generating growth ... |
| | | | ... its planners for that eventuality. "Consumers are also looking for more value or less. So we are looking at practice management efficiencies and productivity improvements - for example such as technology improvements through the rollout of COIN software," ... |
| | | | ... ING's financial planning division will provide self employed advisers with a succession solutions program, practice management services, access to a dedicated customer services team and the ability to leverage the ING brand. Self-employed advisers will ... |
| | | | ... per cent stake in the technology firm in June 2007. The deal means Coin can roll-out the Olicc Technologies practice management software using the firm's platform or as a standalone product. For Olicc Technologies, it provides greater economies of scale ... |
| | | | ... than 30 years experience in financial services after working at AMP across a number of divisions including practice management, corporate superannuation and business development. According to the firm's statement, Strapps will add another layer of practice ... |
| | | | Lonsdale Financial Group has launched a new practice management tool to help the group's financial planners to make their businesses more efficient and improve their overall service to clients. The group's practice management division, Catalyst Strategic ... |
| | | | ... allow all planners within the AMPFP umbrella to "talk to each other" and have both financial planning and practice management applications handled under one platform. "We've taken the decision that when thinking about our product and our efficiency ... |
| | | | ... complex requirements, platform integration and transaction reporting, portfolio construction, ease of use and practice management, and client reviews. They were also top for summarising client financial status, fact finding, modeling and tax planning ... |
| | | | ... scored a deal with boutique dealer group Shadforth Financial. Under the agreement, Shadforth will use Olicc's practice management solutions, including its business intelligence and commission tracking programs, across its 22-practice network. Olicc's ... |
| | | | ... Advisers can choose different solutions from nine services covering research, advice tools, marketing support, practice management, commission collection, professional indemnity cover and technical consulting. "Licensee Select means advisers only access ... |
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