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Showing 81 - 90 of 131 results for "Practice Development"

NAB expands Financial Planning team

LINDA HAUSKEN  |  MONDAY, 28 MAY 2012
... MLC sales general manager. He joined MLC in 1999 as a financial planner and has since held roles such as practice development manager, state manager and national head of practice management. Fog's most recent role was national head of sales and advice. ...

Count taps Clark, expands BDM network

MELANIE TIMBRELL  |  THURSDAY, 26 APR 2012
... David Lane, Clark's team aims to provide integrated support and services to new and existing members via practice development, business development and marketing services. Lane also revealed plans to hire an additional nine full-time employees within ...

MLC: FOFA support hub sees strong response

ELISE BURGESS  |  WEDNESDAY, 28 MAR 2012
... general manager advice and marketing for MLC, said the site will complement advice and support provided by MLC Practice Development Managers who stay in regular contact with advisers. "The new Support Centre... will also provide information to on key ...

Securitor launches accountant SMSF solution

ELISE BURGESS  |  MONDAY, 5 MAR 2012
... launched the new solution promising a strong compliance program, technical and research support and access to practice development managers. The new offer is designed to allow accountants to continue to advise their clients on SMSF strategy using advice ...

Ibbotson secures NEO Financial Solutions mandate

ELISE BURGESS  |  WEDNESDAY, 1 FEB 2012
... new Future of Financial Advice (FOFA) regime changes, it will be the dealer groups that focus on enhancing practice development and efficiency that will flourish," said Edman. "We're confident that Ibbotson will help us establish a differentiated and ...

Russell urges advisers to keep low value clients

ELISE BURGESS  |  TUESDAY, 13 DEC 2011
... should consider a 'move up' strategy before implementing the 'move out' approach," said John Nolan, Russell's practice development manager. Nolan said the high cost of acquisition should encourage advisers to provide more services to lower value clients ...

Guardian Advice appoints new WA state manager

CLAIRE MCGREAL  |  TUESDAY, 25 OCT 2011
... on developing new business opportunities through planners in the WA independent adviser market, delivering practice development and training tools to external advisers, and before that, to CommInsure's internal advisers. Over the last five years, King ...

Matrix adds new member firm

RACHEL DAVIS  |  WEDNESDAY, 19 OCT 2011
... the matrix network but remains independently owned. "What attracted us to Matrix was the focused boutique practice development support, extensive financial services experience within their senior executive team, strong emphasis on compliance and investment ...

MLC creates licensee relationship manager roles to support adviser network

CLAIRE MCGREAL  |  TUESDAY, 18 OCT 2011
... responses to all practices within the MLC, Garvan and Apogee Financial Planning licensees, working alongside practice development managers and practice management coordinators. Greg Miller, general manger, advice solutions at MLC and NAB Wealth, said ...

Russell adviser community moves online

ELISE BURGESS  |  THURSDAY, 21 JUL 2011
... smarter advisers are now not trying to take responsibility for investment returns," John Nolan, Russell's practice development manager, intermediaries told Financial Standard. "When it comes to having ongoing reviews with clients, all of a sudden there ...