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Showing 71 - 80 of 184 results for "Practice Management"

AFA looking for next adviser of the year

ALEX BURKE  |  TUESDAY, 19 MAY 2015
... judged by Fox and AFA national president Deborah Kent, as well as the Beddoes Institute's Rebecca Shells, practice management consultant Graham Peatey, Riskinfo's Peter Sobels and Zurich's Kristine Brooks and Andy Marshall. Advisers are able to nominate ...

Sacked Macquarie advisers still in the industry

LAURA MILLAN  |  TUESDAY, 21 APR 2015
... the current compliance team is new and more senior than prior teams. The business has also put together a practice management team that "sits with advisers, listens to client conversations and reviews the advice." Moore denied the existence of the "Penske ...

Netwealth appoints general manager for adviser channel

LAURA MILLAN  |  FRIDAY, 6 FEB 2015
... general manager. "Cameron's experience in leading salaried financial planning businesses including experience in practice management, para planning, dealer group support, technical support, financial planning operations across retail and private banking ...

BMR integrates Xero SMSF practice management software

ALEX BURKE  |  WEDNESDAY, 4 FEB 2015
BMR Corporate Solutions has successfully integrated Xero's Practice Manager software for SMSF administration. This software will enable users setting up new SMSFs to rapidly synchronise fund details online into the Xero Practice Manager system. This ...

IOOF hires sales manager from BT

LAURA MILLAN  |  FRIDAY, 23 JAN 2015
... for a total of six years. Prior to that, he worked at Asgard Wealth solutions. His previous roles include practice management, platform and investment sales, and key account management.

Lonsec rolling out cloud-based practice management tool

ALEX BURKE  |  THURSDAY, 15 JAN 2015
Lonsec Stockbroking has partnered with GBST to release Lonsec FrontOffice, a cloud-based practice management software suite. Offered free to clients, FrontOffice is designed to streamline the admin process for advisers by allowing rapid consolidated ...

ClearView names CEO and exec team

JAMES FERNYHOUGH  |  MONDAY, 3 NOV 2014
... and compliance. Mike Pope will take on the role of head of business development and have responsibility for practice management, professional development days, conferences, events and marketing. Christopher Blaxland-Walker, meanwhile, has been appointed ...

Australian Unity added 14 planning practices in a year

MARK SMITH  |  THURSDAY, 17 JUL 2014
... including technical support, asset allocation, investment research, risk insurance, para-planning, compliance, practice management, marketing and back office areas. "Advisers tell us they are drawn to Australian Unity because of our relationship based ...

Botte replaces Sheehan as My Adviser managing director

MARK SMITH  |  THURSDAY, 3 JUL 2014
... experience in the financial services industry and has held senior roles in marketing, as well as operations and practice management within a range of companies, including IOOF, Zurich and National Mutual.

ClearView appoints former MLC BDM of the Year

STAFF WRITER  |  WEDNESDAY, 19 MAR 2014
... development manager in Victoria. McDonald has spent the past 10 years working in business development management and practice management roles within large financial services companies such as Professional Investment Services and more recently Financial ...