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Showing 141 - 150 of 185 results for "Practice Management"

AFA education to knock salesman tag

MICHAEL HOBBS  |  FRIDAY, 1 AUG 2008
... chief executive, said the new program addressing three core areas including client engagement, risk skills and practice management. He said the program would allow advisers to hone their skills, while at the same time rid itself of the 'salesman' tag ...

Securitor adds BBV to network

MICHAEL HOBBS  |  FRIDAY, 4 JUL 2008
... Securitor dealer group means BBV Wealth Management gains access to the Asgard Wealth Solutions platform and the practice management technology tool, AdviserNETgain. In addition, the financial planning practice can now use the dealer group's business ...

Record intake for MLC adviser program

MICHAEL HOBBS  |  WEDNESDAY, 2 JUL 2008
... structured career path to new advisers. Participants learn about building client relationships, marketing and practice management while developing their technical knowledge by completing an Advanced Diploma of Financial Services or Certified Financial ...

TFSA cuts cost, saves time through Paragem

... chief executive Phil Aris stressed that the group's business processes model will remain the same and that practice management will remain a one-on-one between the dealer group and its advisers. Aris said that the group decided to outsource the bulk ...

AFA launches 2008 Adviser of the Year

... the AFA, will be judged on experience, contribution to the industry and the quality of their business and practice management. Michelle Baltazar

Aus planners lead the world in business practice

MICHAEL HOBBS  |  TUESDAY, 8 APR 2008
... practice development, thinking about initiatives and implementation." Bertino said he expected the level of practice management to improve in the US and South Africa. "The focus in South Africa has been on complying with the new regime, making sure they ...

MLC promotes state mgr

RUTH LIEW  |  WEDNESDAY, 2 APR 2008
MLC has promoted James Meade to the role of general manager, practice management for MLC Advice Solutions. Meade will be responsible for the firm's practice development team nationally, which focuses on supporting financial planning businesses. Meade ...

Fiducian FP attracts HNW clients

MICHAEL HOBBS  |  THURSDAY, 7 FEB 2008
... Fiducian appointed two practice managers in those areas. "We're trying to grow organically so we've beefed up our practice management area in Queensland and Victoria which were previously our weakest states," Singh said.

AWM hires three

... a financial planning manager at Commonwealth Financial Planning in Melbourne. The appointments take AWM's Practice Management team to eight nationally. Michelle Baltazar

ANZ appoints ex-MLC as FP chief

MICHAEL HOBBS  |  TUESDAY, 4 DEC 2007
... funds under management. Logan worked at MLC for seven years, most recently as general manager of national practice management and Apogee Financial Planning. Prior to joing MLC, he held roles at BT, Sealcorp Holdings and National Mutual (AXA) before he ...