Search Results | Showing 21 - 29 of 29 results for "Encore" |
| | ... to upgrade those legacy systems would be enormous," said Graham Peatey, founder of financial planning consultancy firm, Encore Group. The cost to the entire industry could be in the tens of millions, with an average planning practice with 3,000 to 4,000 ... |
| | | ... not failed us. Like in most episodes following widespread market upheavals, increased regulation makes a comeback for an encore. Taking advantage of the global disgust at the rapid erosion of wealth caused by 'inventive' financial engineers, Timmy (US ... |
| | | ... strategising the clients position and identifying trends in markets," he said. However, Graham Peatey, managing director at Encore Group, suggested there's room for planners to increase their batting average to a figure significantly higher. Referring ... |
| | | ... July 2006. The guideline has the potential to shake the industry to the core, said Graham Peatey, managing director at Encore Group, a consulting firm for financial planners. First, he said that while a majority of planners already have the right system ... |
| | | ... Standard Luncheon Club Series for Financial Advisers, Steve Davison, AXA's national manager, GROW, managing director of the Encore Group, Graham Peaty, and Terry Bell, principal at Business Health, all agreed that focusing on advisers and clients was ... |
| | | ... comprised Andrew McKee head of life risk at Zurich, Mark Fabris strategic marketing manager Zurich, Graham Peatey principal of Encore, Peter Sobels consultant with Plan for Life, Michael Murphy outgoing president of the AFA and Richard Klipin the AFA's ... |
| | | ... full front and back office support service for Tandem advisers facilitated by Strategic Consulting and Training and The Encore Group. "The Tandem Advice Business Framework demonstrates our commitment to providing advisers with the services they really ... |
| | | ... complex and time consuming." Pankhurst added that the tool, which was developed together with financial services consultant, Encore, has been picked up by between 30 and 50 specialist advisers who want help negotiating the regulations and complexity ... |
| | | ... various sales, national business development and financial advising roles with companies including ING, MLC/NAB and the Encore Group. Besides lack of life insurance coverage, Klipin also said that the AFA is keen to encourage participation from the new ... |
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