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Showing 11 - 20 of 131 results for "Practice Development"

Betashares previews NZ PIE fund offering

CHLOE WALKER  |  MONDAY, 22 MAY 2023
... services Vinnie Wadhera. The firm will also launch new support services for NZ financial advisers. including practice development service modules. "Betashares is proud to be making a range of innovative investment strategies available to NZ-based investors ...

Betashares launches practice development offering, appoints head

CASSANDRA BALDINI  |  FRIDAY, 31 MAR 2023
... advisers scale their businesses and welcomed Damon Riscalla to the newly created role of national head of practice development. The tools, available on the Betashares website, will initially give financial advisers access to tailored resources that will ...

Fortnum launches new adviser support service

CASSANDRA BALDINI  |  TUESDAY, 22 NOV 2022
... performance, address problems and capitalise on potential opportunities," he commented. Fortnum's head of practice development and growth Rob Skinner added that no two plans will be the same because every business is unique. "BOS is a tailored program. ...

Lonsec bolsters sales team

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 DEC 2021
... firm - Clarity Wealth. Earlier in Burton's career, he was head of private clients advice at St George and a practice development manager with MLC. Lonsec has also added two transition consultants. These are newly created roles to assist financial advice ...

Fortnum hires engagement and growth leads

KARREN VERGARA  |  THURSDAY, 25 NOV 2021
... years. Ramsey is the former practice manager at Steel City Financial Planning. Prior to this, Ramsey held practice development roles at Securitor Financial Group, AMP Financial Planning and Lonsdale Financial Group. They both report to the head of practice ...

New study finds advisers optimistic about growth

CHLOE WALKER  |  FRIDAY, 19 NOV 2021
... of advice practices forecast growth over the next three years. The survey, commissioned by Iress alongside practice development consultancy Business Health, conducted the research with 113 advice practices across Australia in September 2021. Results ...

Reality TV star joins advice fintech

KARREN VERGARA  |  TUESDAY, 27 JUL 2021
... at Count Financial, most recently as the head of growth and partnerships. Before that, he was the head of practice development and growth for over a year and the national growth manager for about five months. A Count Financial spokesperson said: "Joe ...

Lifespan appoints compliance lead

KARREN VERGARA  |  MONDAY, 12 JUL 2021
... senior roles this year, including Brian Long who sits on the investment committee, in a bid to boost its practice development, governance, investment research and managed accounts offering. Lifespan chief executive Eugene Ardino said the appointment ...

ClearView adds advice growth role

ANNABELLE DICKSON  |  THURSDAY, 15 APR 2021
... Financial Services Partners. Mantineo has also served as a business growth manager at ANZ Wealth and a senior practice development manager at Financial Wisdom. In his new role, Mantineo will be responsible for adviser recruitment at Matrix Planning Solutions ...

Dealer group bolsters leadership

ELIZABETH MCARTHUR  |  MONDAY, 8 FEB 2021
... has made two key hires. Kevin Mayne and Lisa Ng are both joining Lifespan Financial Planning as national practice development managers. Mayne joins Lifespan after five years as regional manager at Elders Financial Planning, before the dealer group was ...