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Showing 51 - 60 of 195 results for "Practice management"

AMP flags new practice management platform

ALEX BURKE  |  TUESDAY, 20 MAR 2018
In its 2018 Sustainability Report, AMP said it was investing in a practice management tool as part of its Goals 360 advice platform. The tool will be built on the Salesforce platform and integrates customer relationship management, operational reporting ...

Clime IM appoints private wealth head from Suncorp

ALEX BURKE  |  TUESDAY, 23 JAN 2018
... large corporate entities, not for profit, accounting and small business firms holding business management, practice management and client-facing roles." As above, Abernethy added Clime is now developing interstate offices "to provide a full range of ...

HUB24 responds to adviser demand

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
... experience and client outcomes," he said. "Additionally, advisers using HUB24 can use these tools to improve practice management, increase efficiency and reduce costs in an industry that is transforming and where customer outcomes are paramount."

The next generation of adviser and client

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
... survival and growth in the environment that is emerging," the report reads. SSGA vice president and head of practice management for the global SPDR business Brie Williams said it is up to all industry participants to effect meaningful change. "We need ...

AMP adds LIF resources as deadline looms

JAMIE WILLIAMSON  |  THURSDAY, 16 NOV 2017
... tutorials developed in partnership with Elixir Consulting's Sue Viskovic. Featuring eight videos focused on practice management, the series assists advisers with considerations such as new pricing and revenue models, determining their target market and ...

BGL integrates with Xero for single database

EMMA RAPAPORT  |  TUESDAY, 12 SEP 2017
... Simple Fund 360 is now supports over 200 integration partners including banks, brokers, wraps, platforms and practice management solutions. The announcement coincides with the release of the Xero Small Business Insights report - tracking the conditions ...

TAL intensifies mental health strategy

KARREN VERGARA  |  MONDAY, 3 JUL 2017
... expanding its mental health offering, the firm partnered with an international expert to help establish best practice management of post-traumatic stress disorder. TAL's work with Neil Greenberg, a defence mental health professor at King's College London ...

Dealer group announces promotion and partnership

DARREN SNYDER  |  THURSDAY, 16 FEB 2017
... Beaven, said Van-Gasteren "will enhance the current support structures with her extensive financial planning, practice management, and paraplanning knowledge." "Technological, regulatory and legislative changes demand that dealer groups need to continuously ...

KISS selects SMSF compliance software provider

ALEX BURKE  |  MONDAY, 13 FEB 2017
... Lesh said the software's primary advantage was its automatic integration with the most popular accounting practice management systems. Integration with Xero, Sage Handisoft, CCH iFirm and MYOB will follow shortly. KISS director Julie Taylor said: "Since ...

ASIC gives green light to FPA fees code

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
... Australia." The site will also offer FPA members and other financial planning professionals content on strategy, practice management, and professional and business growth, with exclusive features for FPA members. FPA members will also be able to submit ...