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Showing 21 - 30 of 195 results for "Practice management"

Padua appoints head of technical advice

CHLOE WALKER  |  WEDNESDAY, 8 JUN 2022
... over 23 years' experience in financial advice, Haddad joins Padua from Wealth Market, where he was head of practice management and technical advice delivery. Haddad has also held senior positions at ING Australia, OnePath and ANZ Wealth, including heading ...

BGL appoints head of ecosystem

CASSANDRA BALDINI  |  TUESDAY, 31 MAY 2022
... The head of ecosystem's role is to define and deliver on strategy and roadmaps for BGL's ecosystem, practice management integrations, digital signing, identity management (SSO), actuarial certificate service and BGL's workpapers. The head ...

Fin365 to launch hybrid advice platform

JAMIE WILLIAMSON  |  THURSDAY, 27 JAN 2022
... identify a need for full-service advice, they will be seamlessly transitioned to a financial planning firm whose practice management system is directly connected to the platform," Fin365 chief executive Stephen Handley said. "As far as the consumer is ...

IFM Investors PE portfolio carbon neutral

CHLOE WALKER  |  TUESDAY, 11 JAN 2022
... construction and building management sector, and Genie Solutions, a Brisbane-based software business that provides practice management software (PMS) and associated software solutions to specialists in private medical practice. These companies actively ...

FPA launches female mentoring program

ANNABELLE DICKSON  |  WEDNESDAY, 3 NOV 2021
... of experience in client service or associate adviser roles, paraplanning, business development, compliance, practice management and advice roles. "For mentees, it's an opportunity to receive guidance and support, networking opportunities and a window ...

Fiducian adds $38m FUA to network

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
... practice based in the Albury/Wodonga area by providing support services worth $360,000. This covered training, practice management, legal assistance, compliance, and technology support. It is the dealer group's policy not to disclose the names of advisers ...

Advice group adds to leadership

JAMIE WILLIAMSON  |  THURSDAY, 2 SEP 2021
... wealth function. She first joined Wilsons in 2019 as national manager, advice delivery. She has also held practice management roles with BT Financial Group and Professional Investment Services. Ross is recognised for her capacity to build strong relationships ...

WTL posts $3.3m loss

KARREN VERGARA  |  WEDNESDAY, 1 SEP 2021
... services to financial advisers such as licensing, risk management, education and training, technical support, and practice management and development services. In July, it completed the acquisition of Sentry Group, adding around 275 advisers to the group. ...

Consultum chief joins new firm

ELIZABETH MCARTHUR  |  TUESDAY, 24 AUG 2021
... director he will be able to contribute to the strategic direction of group and to developing and delivering practice management tools, technologies and back-office systems. "Managing growth and most importantly, building an organisation based on 'sharing ...

North educational hub registers 5000 users

KARREN VERGARA  |  MONDAY, 23 AUG 2021
... 70 webinars covering more than 25 topics. The topics cover professional and personal development, including practice management, personal wellbeing and resilience, investment, client engagement, technical strategies, and leadership. AMP Australia director ...