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Showing 1 - 10 of 195 results for "Practice management"

Vital Business Partners names chief executive

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
... paraplanning, administration support, and a range of business consulting services including business coaching, and practice management training and workshops. Meanwhile, John Nantes has been appointed executive director of Godfrey Pembroke, succeeding ...

Evidentia names chief investment strategist

MATTHEW WAI  |  THURSDAY, 5 MAR 2026
... for a total FUM of $34.5 billion. Its network also continues to expand, including via the acquisition of a practice management advisory firm in November.

Advice sector looks to offshore talent to bridge skills gap

KARREN VERGARA  |  THURSDAY, 20 NOV 2025
... out that some advice practices are investing in offshore talent, with team members successfully moving into practice management roles of the advice firm in Australia. "We've got team members who are on their investment committee. So, that whole thing ...

Evidentia acquires practice management firm

ANGELIQUE MINAS  |  TUESDAY, 11 NOV 2025
Managed accounts firm Evidentia Group will acquire practice management advisory firm Encore Advisory Group. The partnership will deepen Evidentia's business consulting capabilities, it said. Encore has over 20 years of experience in supporting financial ...

Hiring blitz continues at Ascalon

ELIZABETH FRY  |  THURSDAY, 30 OCT 2025
... leadership team. In his new role, Guy Ballard will oversee platform and fund relationships, distribution, practice management and implementation teams, and the corporate advisory function. These areas that underpin Ascalon's collaborative model and ...

Betashares acquires InvestSense, launches Trellia Wealth Partners

KARREN VERGARA  |  MONDAY, 14 JUL 2025
... portfolios, customised investments, portfolio design and implementation support. This is in addition to providing practice management services to advice firms, consulting on matters such as succession planning, client engagement and intergenerational ...

Anne Fuchs takes on new role at ART

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
... In the new role, Fuchs will report to the chief enterprise services officer Julie Bingham. Evan Poole, the practice management and adviser growth head, and Erick Cordero, general manager advice, guidance, and education delivery, will now lead the advice ...

Engage Financial launches practice management firm

ELIZA BAVIN  |  WEDNESDAY, 11 DEC 2024
Engage Financial Solutions has launched Engage Practice Management - a partner firm dedicated to providing professional services firms with business solutions. Engage Practice Management will provide support through leadership coaching in EOS Implementation ...

Advisers encouraged to embrace AI

ELIZA BAVIN  |  TUESDAY, 9 JUL 2024
... substantial interest in AI tools for reporting (34%), customer service (34%), modelling (33%), analytics (30%), and practice management (29%). "AI is transforming the financial advisory landscape by automating routine tasks and providing deeper insights ...

Platform reveals advice firms' top issues

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
Practice management, advice technology, and superannuation are top of mind for financial advisers who want to improve their aptitude and knowledge, according to professional networking platform Ensombl. The analysis of adviser conversations stemming ...
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