Search Results | Showing 61 - 70 of 195 results for "Practice management" |
| | | ... platform provides data feeds from SISS Data Services, Macquarie, BankLink, Praemium and Vestdata; tax and practice management software integration; automatic income allocation; and customisable reporting. AMP's purchase will be structured as an initial ... |
| | | | ... said. "Fortnum and FPSA are focused on adding value for advisers and clients, and that also involves providing practice management and client engagement tools to ensure we're running efficient, profitable and growing businesses." Fenton added that in ... |
| | | | ... Count and AMP's SMSF Advice are offering to support accountants by providing access to an AFSL, as well as practice management support, professional indemnity insurance and technical support, Choi said. According to the survey, 9000 accountants have ... |
| | | | ... to lead the practice development team at MLC which is renowned for being an industry leader in the space of practice management." |
| | | | ... financial advice." Delegates also discussed the shared desire for fintech solutions that provide full end-to-end practice management and client experience functionality. "All of the practices are bullish about the future for financial advice yet there ... |
| | | | ... identifying a practice or business that fulfils broader criteria across all aspects of advice excellence and practice management. "The AFA is seeing advisers and practices reinventing themselves as they recognise the trends affecting the political, legislative ... |
| | | | ... sector-specific multi-manager funds through subsidiary Alpha Fund Managers, and licenses proprietary CRM and practice management software to support financial advisers. |
| | | | ... host was the Association of Financial Advisers (AFA), which organised a solid program inviting insurance and practice management experts to the stage, as well as award-winning financial adviser Charles Badenach. Risk advice consultant and corporate trainer ... |
| | | | ... manager, but he cautions that this was for a "smaller business unit." It did, however, begin his career in practice management, where he argues his water polo coaching skills came to the fore. "It really helped me with lifestyle goals-based financial ... |
| | | | ... our recent Benchmarking Survey where advisers indicated they wanted more support on business coaching and practice management than previously. "Jaime has extensive experience in these areas and will be a valuable addition to our team." Madison currently ... |
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