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Showing 61 - 70 of 184 results for "Practice Management"

BT develops digital learning tool for advisers

STAFF WRITER  |  FRIDAY, 4 SEP 2015
... make access to quality learning simple, accessible and relevant," BT said. The learning framework includes practice management, compliance, technical, insurance and investments and celebrity lessons designed to inspire action. There are currently 10 ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... most people know about SMAs," he explains, "which are really more of a product substitute than a full-blown practice management solution, which is what a managed account should be." Philo Capital, which administers approximately $3 billion in investor ...

Australian Unity acquires four practices

ALEX BURKE  |  WEDNESDAY, 2 SEP 2015
... support to our advisers in the technical, asset allocation, investment research, para-planning, compliance, practice management, marketing and back office areas."

SMAs ideal for low-touch clients

ALEX BURKE  |  THURSDAY, 27 AUG 2015
Separately managed accounts are the ideal solution for clients with lower balances from both a practice management and client outcome perspective, according to research by JBWere. The JBWere/Investment Trends 2015 SMA Report, based on an online survey ...

Aligned execs join Fortnum in advice arm restructure

LAURA MILLAN  |  MONDAY, 27 JUL 2015
... with significant top line revenue and our goal is to help them achieve 15% growth year on year by providing practice management services and training so they're resourced and empowered to deliver of great advice," he said. Fortnum became an independent ...

Legalsuper appoints SA client service manager

MARK SMITH  |  FRIDAY, 17 JUL 2015
... Conference Series of the Law Society of South Australia and national corporate partner of the Australasian Legal Practice Management Association (ALPMA)." Legalsuper's membership in South Australia has jumped more than 18% in the last financial year. ...

AFA awards deadline looms

ALEX BURKE  |  TUESDAY, 14 JUL 2015
... by AFA chief executive Brad Fox, AFA national president Deborah Kent, Beddoes Institute's Rebecca Shells, practice management consultant Graham Peatey, Riskinfo's Peter Sobels and Zurich's Kristine Brooks and Andy Marshall. Nominations opened in June ...

NAB Wealth appoints Apogee GM

DARREN SNYDER  |  TUESDAY, 30 JUN 2015
... Brendan Johnson, NAB Wealth confirmed today. Johnson brings 17 years of experience across financial planning, practice management and compliance fields. Since joining MLC in 2002, Johnson has held a number of senior roles including state manager for ...

Executive appointment round-up

STAFF WRITER  |  FRIDAY, 29 MAY 2015
... Godfrey Pembroke GM - Alan Logan, who has held executive positions at ANZ Advice & Distribution, MLC National Practice Management, Ansett Airlines and BT Financial Group will replace Sean Allen as general manager of NAB-owned Godfrey Pembroke. First ...

NAB confirms new Godfrey Pembroke GM

ALEX BURKE  |  MONDAY, 25 MAY 2015
... has been replaced by Alan Logan, who has held executive positions at ANZ Advice & Distribution, MLC National Practice Management, Ansett Airlines and BT Financial Group. Logan most recently worked in senior consultant roles for BT Select, Australian ...