Search Results | Showing 31 - 40 of 195 results for "Practice management" |
| | | ... worked for major institutions like IOOF, ANZ and Commonwealth Bank and BT, serving in senior roles covering practice management. Gapps' hire follows another senior appointment in June whereby Jaime Johns was promoted to Madison's general manager. Johns ... |
| | | | ... Intelliflo announced in March that it combined five of its fintech businesses, namely in financial planning and practice management, portfolio management solutions, digital advisory and managed services. The UK-based firm supports over 30,000 financial ... |
| | | | ... representatives. "With decades of experience between them across business development, distribution, sales and practice management, Kevin and Lisa will be valuable sources of knowledge and trustworthy sounding boards for our network of authorised representatives ... |
| | | | ... customer relationship management, workflow, marketing capacity and tools and reporting to provide licensee and practice management insight which in turn reduces the amount of technology systems advice firms need to use. Netwealth joint managing director ... |
| | | | ... transformation program delivery position. His role there involved being the chief architect of Centrepoint's data feed practice management platform. Earlier in Pitt's career he worked in product and strategy for VenturaFM and was a business development ... |
| | | | ... industry and market pressure, their approach is changing on all fronts: investment strategy, client servicing, practice management and education," Natixis said. |
| | | | ... including the introduction of online adviser portal Centrepoint Connect and the development of AI-enabled practice management tool Centrepoint Adviser Intelligence." The acquisition from Chant West would help the dealer group develop its technology and ... |
| | | | ... clients know they're qualified to assist and understand, Cassar said. "We have also had interest from practice management staff and team members who would like to complete the course for their own personal interest and the ability to support advisers," ... |
| | | | ... it comes to its use of technology, with plans afoot for a new innovation lab to help clients improve their practice management outcomes. It has also restructured some of its operations. Announcing record first half net inflows of $2.5 billion, the platform ... |
| | | | ... Prior to that, Parisotto was senior manager of advice solutions at Bendigo Wealth for five years and head of practice management at IOOF for four years. "Our advice and education services are vital to supporting our members make a real difference to ... |
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