Search Results | Showing 1 - 10 of 183 results for "Practice Management" |
| | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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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