Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 131 results for "Practice Development"

Capstone joins forces with PictureWealth to form $22bn FUA planning network

MICHELLE BALTAZAR  |  WEDNESDAY, 17 JUN 2026
... advisers and clients is access over time to the broader PictureWealth Group's technology, compliance, practice development and operational capabilities, while maintaining continuity in their existing relationships," said David Pettit, founder and ...

Evidentia acquires practice management firm

ANGELIQUE MINAS  |  TUESDAY, 11 NOV 2025
... consulting experience. Johnson enters this position after an 18-year tenure with MLC, having initially joined as a practice development manager of MLC Advice Solutions in 2004, and becoming the general manager of Apogee in 2015. Prior to this role, Johnson ...

Capstone appoints former licensee head to new role

MATTHEW WAI  |  THURSDAY, 5 JUN 2025
Capstone Financial Planning has appointed its executive manager growth and development. Commencing his role on July 1, Marcus O'Sullivan will be responsible for licensee growth, practice developments, and licensing and education activities. O'Sullivan ...

Sequoia appoints licensee, adviser services lead

ELIZA BAVIN  |  WEDNESDAY, 7 MAY 2025
... advisers during the NAB divestment. "Daryl has a proven track record in adviser engagement, licensee operations, practice development, and M&A support," Sequoia said. "His extensive industry knowledge and leadership experience will be instrumental in ...

Centaur goes self-licensed, appoints former dealer group head

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
... are growth-focused, had Ross the licence for the last few years. But with nearly 17 years' experience in practice development roles, including at Wilsons Advisory and Stockbroking, BT Financial Group, and Centrepoint Alliance, Ross said she felt that ...

Mason Stevens bolsters distribution team

MATTHEW WAI  |  MONDAY, 18 NOV 2024
... for four years. Prior to that, Tunny spent 12 years between NAB and MLC across investment, insurance, and practice development in various senior capacities. Mason Stevens' chief executive Tim Yule said Tunny's appointment is an "important step" ...

Clime chief executive resigns

KARREN VERGARA  |  MONDAY, 15 JUL 2024
... businesses with Ralton Asset Management. Madison announced last year it will partner with Godfrey Pembroke's Practice Development Group (PDG) to consolidate operational and AFSL services to create a new entity providing back-office services to their ...

Clime to offload Madison Financial Group

JAMIE WILLIAMSON  |  MONDAY, 27 MAY 2024
... objective," Steinhardt said. The move comes about eight months after Madison partnered with Godfrey Pembroke's Practice Development Group, consolidating their operational and AFSL services to create a new entity providing back-office services to ...

Madison FG, Godfrey Pembroke's PDG combine services

KARREN VERGARA  |  THURSDAY, 17 AUG 2023
Madison Financial Group has joined forces with Godfrey Pembroke's Practice Development Group (PDG), consolidating their operational and AFSL services to create a new entity providing back-office services to their financial advice networks. Madison ...

BT names distribution lead

KARREN VERGARA  |  TUESDAY, 23 MAY 2023
... distribution team of 70 and growing BT Panorama. He also focuses on supporting advisers by way of helping provide practice development, and regulatory and technical education events. Brown succeeds Chris Mather, who spent about 15 years at BT, to join ...
PREVIOUS
NEXT