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

Search Results

Showing 191 - 195 of 195 results for "Practice management"

NAB to support mortgage broking businesses

... NAB division will provide insurance advice, technology platforms, training programs, compliance monitoring, practice management support and succession planning strategies. "To provide advice on insurance a mortgage broker will more frequently need to ...

Practice management important for advisers

More than 90 per cent of advisers view practice management as very important with 44 per cent of advisers spending at least 10 hours per month on practice management development. The results are revealed from a MLC national survey of 600 advisers nationwide. ...

Next generation software from IWL

... compliance solutions and best practice financial advice tools. VisiPlan 7.0 will be incorporated into IWL's practice management software BizmaX and further integrated into VisiProfiler, a risk tolerance assessment tool. The design of the software was ...

AFA launches national adviser award

... such criteria as their experience in, and contribution to the industry, and the quality of their business and practice management," Ms Yates said. The inaugural AFA award will be presented on 16 September.

Zurich appoints Howarth to manager of practice management

Zurich Financial Services has appointed Donna Howarth to the role of manager of practice management. She will be responsible for the development and delivery of Zurich's practice management programme to financial advisers. "Donna brings to the role ...