Search Results | Showing 161 - 170 of 186 results for "Practice Management" |
| | ... in their categories, with XPLAN particularly strong in ease of installation and use, speed, stability and practice management support," said Mark Johnston, director of Investment Trends. Andrew Walsh, XPLAN general manager, said XPLAN's continuous healthy ... |
| | | ... viability of AFS practices and advisers. Peer joins AFS from Zurich Financial Services where he was manager of practice management. Daly said AFS had gone from "strength to strength" over the last two years, but the dealer group needed to rise to new ... |
| | | ... Klipin said. The revamped website will offer AFA members new services, including access to legal services, a practice management resource centre, e-bulletins and discussion papers on industry issues. The new AFA website can be viewed at www.afa.asn.a ... |
| | | ... synergistic and rounds out the XPLAN offering by combining existing capabilities in portfolio management, CRM, practice management and investment modelling with PlanTech's risk capabilities. General manager of XPLAN, Andrew Walsh, said the addition of ... |
| | | ... "The calibre of the authorised representatives is of a high standard and the planners readily exchange their practice management operations. They provide a wide range of resources to assist me in building up a profitable business," he said. Established ... |
| | | ... through a customised XPLAN solution which will better equip advisers to deliver on the advice based focus. Practice management will also be facilitated by Bstar practice management and succession planning software. "Consultum, which is Latin for 'advice' ... |
| | | ... developed close ties with dealers, allowing us to customise solutions that work for them and implement value-add practice management tools," he said. |
| | | ... The award is part of the AFA's commitment to recognising outstanding performers in the areas of advice and practice management. "The financial advice industry is continuing to evolve and a key part of that evolution is to produce a shortlist of exceptional ... |
| | | ... life insurance brokers and hopes to leverage some of MDRT's global resources and experience to enhance the practice management, ethics, knowledge and financial success of its own constituents. MDRT has been offering support, business and personal enhancement ... |
| | | ... acquisitions such as Llink and BizmaX. The BOSS risk insurance offering, when combined with the strong portfolio and practice management and transactional capabilities already available in VisiPlan will be compelling." Thomas also explained there would ... |
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