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Showing 131 - 140 of 195 results for "Practice management"

Englund heads BT dealer groups, Younger departs

RUTH LIEW  |  TUESDAY, 21 SEP 2010
BT Financial Group has appointed practice management head Matthew Englund as its new head of dealer groups, following Neil Younger's departure to head Commonwealth Financial Planning. Mark Spiers, BT Financial Group's general manager of advice, today ...

Back to basics key to planners successs

RUTH LIEW  |  WEDNESDAY, 23 JUN 2010
... practices are 21 per cent more likely to believe that regular, formal business planning is critical for good practice management. Robust human resources also play a role in making a business successful. This includes accurate job descriptions and key ...

ING BDMs undergo training course

COMPANY RELEASE  |  FRIDAY, 21 MAY 2010
ING Australia business development managers (BDMs) will complete a Certificate IV in Practice Management over the next four months as part of the firm's new training and development program. The Certificate IV in Practice Management has been developed ...

ABCs of advice at MLC

COMPANY RELEASE  |  FRIDAY, 12 MAR 2010
... knowledge developed through working with over 450 financial planning businesses. Advisers can learn from MLC's practice management team and gain insights from existing business owners. Students will also access a network of like-minded individuals all ...

Count buys DKN stake

MICHAEL HOBBS  |  FRIDAY, 5 FEB 2010
... cent stake in the group. DKN provides platform and product solutions, acquisition and succession services and practice management tools to financial planners. The firm provides those services to more than 300 financial planning practices. Last month ...

Synchron adds consultant after growth

COMPANY RELEASE  |  THURSDAY, 19 NOV 2009
... websites dedicated to the life insurance market. He will assist Synchron representatives with administration, practice management support and ongoing advice reviews. "Synchron's expansion to 150 advisers makes it necessary for us to bring more expertise ...

Campbell wins 2009 AFA Adviser of the Year

MICHAEL HOBBS  |  WEDNESDAY, 7 OCT 2009
... Partners. The award, sponsored by Zurich, recognises an adviser that excelled in seven key areas including practice management, education and contribution to the community. "This is mind blowing. The team back home in Brisbane...without them to free ...

AFA announces Adviser of the Year finalists

... go to the adviser that gets the highest score in seven key areas, including contribution to the community, practice management and educational qualifications. David Smith, chief executive at Zurich Financial Services Australia, said that the pressures ...

Guardian appoints regional manager

COMPANY RELEASE  |  THURSDAY, 17 SEP 2009
... practice development manager for Victoria/Tasmania/South Australia. Browning said Townshend is experienced in practice management, and has also operated under his own AFSL. "In his role Mike will be actively working with our current advisers using practice ...

BT hires Bolger for research

COMPANY RELEASE  |  FRIDAY, 28 AUG 2009
... has seen the team expanded to now comprise 11 dedicated research professionals," said Matt Englund, head of practice management at the firm. "Piers comes with deep knowledge across a wide range of asset classes, demonstrated strengths in stakeholder ...