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Showing 41 - 50 of 195 results for "Practice management"

Time-poor advisers to embrace model portfolios

HARRISON WORLEY  |  WEDNESDAY, 18 DEC 2019
... clients per adviser for US-based planners. To enable themselves to spend more time with clients, SSGA head of practice management Brie Williams said Australian advisers could consider outsourcing investment management tasks. "Outsourcing some aspects ...

Dealer group launches transition support service

HARRISON WORLEY  |  FRIDAY, 13 DEC 2019
... Lifespan Partnership in February 2020, offering firms a suite of AFSL support services including compliance, practice management and responsible manager education and training. Additionally, the partnership will also facilitate new AFSL applications ...

Advice group hires national practice manager

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2019
A financial advice network has hired a practice management professional from InterPrac Financial Planning. Lifespan Financial Planning announced Michael Gershkov has joined the firm's Melbourne office as national practice manager. Gershkov was national ...

Advisers loyal to XPLAN: Report

KARREN VERGARA  |  WEDNESDAY, 17 APR 2019
... executive Michael Blomfield said software providers are increasingly turning their attention to business and practice management, goal-based client discovery processes and improving usability. "These new third generation Australian planning applications ...

BGL announces new integrations

ELIZABETH MCARTHUR  |  MONDAY, 25 MAR 2019
... 360 will now support over 300 integration partners including banks, brokers, wraps, platforms, registries, practice management solutions and actuaries. BGL also announced integration with AccountKit, introducing "single click automation" designed to ...

BTFG restructure sees corporate super lead exit

JAMIE WILLIAMSON  |  FRIDAY, 15 FEB 2019
... spokesperson said. Englund has been with BT Financial Group for more than 10 years, having joined in 2008 as head of practice management. Prior to leading the workplace super team, Englund was managing director of Securitor for about five years. The ...

TAL to offer FASEA masterclass

HARRISON WORLEY  |  THURSDAY, 31 JAN 2019
... "product-agnostic" courses had joined the Risk Academy in 2019, covering topics such as social media marketing, and practice management. TAL confirmed fees charged for Masterclasses in 2019 would again be donated to charity, after $65,000 was raised ...

CFS study finds managed accounts improve advice

KANIKA SOOD  |  FRIDAY, 21 DEC 2018
... business. The research for the new whitepaper Managed Accounts: building your future business was conducted by practice management consultancy Business Health for CFS. It analysed data collected from 30 advice firms that used a managed account service. ...

Advisers can help democratise philanthropy

KARREN VERGARA  |  FRIDAY, 17 AUG 2018
... advice and wealth management industries, according to an expert. State Street Global Advisors SPDR head of practice management Brie Williams said women and millennials are "very much leading the way" in the philanthropic space and seizing leadership ...

New managing director at Paragem

KARREN VERGARA  |  MONDAY, 25 JUN 2018
... communities looking to build greater financial sustainability. Prior to that he led Perpetual Private's practice management team supporting advisers nationally, and was also the head of business transformation. Paragem announced in April its founders ...