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Showing 181 - 190 of 195 results for "Practice management"

Christian super goes public

... Spencer, said that the move to a public offer license has helped them introduce further changes to their best practice management processes. The fund manages over $350 million on behalf of 15,000 members.

And the award goes to Asgard, Macq and CFS First Choice

... gong in four of the eight categories, namely client management, portfolio management, product management and practice management. As for the other categories, AMP ranked first in marketing services, Macquarie Wrap in general platform features, Navigator ...

FSP to use PlanTech software platform

PlanTech has announced it will provide the planning, CRM and practice management software platform for national dealer group Financial Services Partners (FSP). Tony Smith, PlanTech Consulting Group's CEO says the most important challenge facing advisers ...

Fidelity releases HR toolkit for advisers

Funds management group Fidelity is set to launch a series of practice management software programs designed to help financial planners run their business more efficiently. The first module of PracticeOne, packaged in an interactive CD-Rom, was launched ...

Platinum builds IT platform with PlanTech

... advisers. Platinum Group managing director Murray Hills says the group sought a partner that would enhance the practice management and business effectiveness of our advisers. "At a time when adviser and practice productivity is under increasing pressure ...

New regional manager for Winchcombe Carson Financial Planning

... University of Melbourne. Tullio is currently in the process of completing the Securities Institute of Australia Practice Management course. IOOF head of dealerships & alliances Scott Monotti says, "After an extensive search both internally and externally ...

Adviser business moves to Garvan Financial Planning

... Licensees NSW state manager James Meade says, "We are looking forward to giving the business access to the practice management capability, resources and support available within Garvan Financial Planning and the broader NAB group." The practice has eleven ...

Fin Wis restructures head office roles

... launched at the start of September. Hansen joined Financial Wisdom earlier this year after 10 years with MLC in practice management and coaching roles. The first two PDCs are Ian Knight and Jason Evans operating in Victoria and Queensland, respectively ...

Lonsdale reaches $1 billion mark

... encompasses three wraps, AssetChoice, AssetLink, and AssetChoice Essentials, in one. Lonsdale believes their practice management program called Blueprint has contributed greatly to the product's success. This program is aimed at strategically improving ...

AMPFP appoints two new managers

... joins AMPFP from MLC and has 15 years experience in the industry. At MLC he held state management and national practice management roles. Organ was previously strategy and financial manager for AMP's advice-based distribution. "Greg and Rob bring a blend ...