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Showing 81 - 90 of 123 results for "Practice Development"

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 ...

Licensee Select new manager

ELISE BURGESS  |  THURSDAY, 7 JUL 2011
... (FIA), which has ten planning firms with over 35 advisers. Licensee Select currently provides compliance, practice development, research and advice solutions to almost 100 licensees and 480 advisers.

FIA growth leads to Licensee Select

ELISE BURGESS  |  MONDAY, 23 MAY 2011
... outsourcing. The change will affect FIA's ten planning firms with over 35 advisers, who will now receive compliance, practice development, research and advice solutions through Licensee Select. The contract started on March 22 after a long due diligence ...

Kearney Group earns top planning award

MATT WOODINGTON  |  WEDNESDAY, 11 MAY 2011
... advice, meeting licensee's standards on "A grade compliance", diversity of income streams and commitment to practice development. Advocacy within and for the Securitor group, first rate, comprehensive statements of advice and outstanding outcomes for ...

New Russell manager to tackle prac management

ELISE BURGESS  |  MONDAY, 9 MAY 2011
Russell Investments has appointed former Ipac Securities head of advice capabilities as its new practice development manager intermediaries, with a brief to roll out its practice management program. John Nolan has taken on the role and will be responsible ...

AXA name adviser of the year

ELISE BURGESS  |  WEDNESDAY, 27 APR 2011
... Andrew Waddell, AXA Financial Advice Network's general manager. The decision is based on professional and practice development, feedback from colleagues and the contributions made by the individual.

RI Advice Group targets WA practices

ELISE BURGESS  |  THURSDAY, 24 FEB 2011
... four to five practices in Western Australia alone with talks underway already. Peter Ornsby, RI's head of practice development, said RI had been looking at WA for the last two years after contracting Graham Hyland as regional manager in Western Australia ...

Tyndall names head of retail

ELISE BURGESS  |  THURSDAY, 25 NOV 2010
... of Tyndall. Former roles include NSW business development manager with ING and senior sales role and as a practice development manager for dealer group Aviva. On November 16, Tyndall Investments in Australia and New Zealand was sold to Nikko AM for up ...

Fee-for-service assist program launch

ELISE BURGESS  |  FRIDAY, 19 NOV 2010
Practice development firm, Elixir Consulting, has launched a practice management online service that can help advisers switch to fee-for-service a lot easier. Building on its already released book by the same name, the new program is for advisers that ...