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Showing 1 - 10 of 183 results for "Practice Management"

Colonial First State launches new offering to advisers

CHLOE WALKER  |  MONDAY, 12 FEB 2024
... give advisers access to peer benchmarking, insights and solutions from an industry-wide research study into practice management and productivity," he said. In partnership with CFS 10X, Elixir Consulting recently conducted a national research study to ...

SMSFA prepares delegates for major super tax reform

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... pertains to aged care, trustees, artificial intelligence and so forth. "We also have a compelling series of practice management sessions designed to boost business acumen and operational effectiveness," Simmons said. Financial Standard is the media partner ...

Scarcity buys stake in asset manager

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... this ongoing trend, through providing the hard to replicate combination of expertise in asset consulting, practice management, and asset management," Scarcity said. Last November, Scarcity launched the GP Access Fund, a semi-liquid open-ended fund operating ...

GBST snaps up Advice Intelligence

ANDREW MCKEAN  |  TUESDAY, 25 JUL 2023
... DeDominicis said: "The acquisition positions GBST perfectly to capture a significant share of the growing advice practice management, digital and hybrid advice markets through the delivery of its market leading cloud-based portfolio of solutions." "With ...

GBST acquires WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 3 MAY 2023
... now-defunct financial software provider Creativemass, for an undisclosed amount. WealthConnect is a digital practice management, customer relationship management (CRM) and compliance system, built on Salesforce. The investment platform offers both back-office ...

Venture capital rout rattles advice technology sector

KARREN VERGARA  |  MONDAY, 1 MAY 2023
... technology solution" for its advice network and build on the foundations of ClientHUB, the firm's proprietary practice management solution. WealthConnect aimed to be a "uniquely modern technical solution" by leveraging Salesforce and offering advanced ...

Chant West launches platform rankings

CASSANDRA BALDINI  |  TUESDAY, 30 AUG 2022
... assets, business level reporting and client reporting capabilities, as well as contact centre, technical and practice management support. Under the system, five apples is the highest rating, ranking the platform as a 'Highest Quality Platform'. Four ...

BetaShares grows team amid increased demand

JAMIE WILLIAMSON  |  THURSDAY, 14 JUL 2022
... accounts as well as the provision of a full suite of educational material covering portfolio construction, practice management and macroeconomic developments," he said. "The added depth of management responsibility within our client service team will ...

Padua appoints head of technical advice

CHLOE WALKER  |  WEDNESDAY, 8 JUN 2022
... over 23 years' experience in financial advice, Haddad joins Padua from Wealth Market, where he was head of practice management and technical advice delivery. Haddad has also held senior positions at ING Australia, OnePath and ANZ Wealth, including heading ...

BGL appoints head of ecosystem

CASSANDRA BALDINI  |  TUESDAY, 31 MAY 2022
... The head of ecosystem's role is to define and deliver on strategy and roadmaps for BGL's ecosystem, practice management integrations, digital signing, identity management (SSO), actuarial certificate service and BGL's workpapers. The head ...
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