Search Results | Showing 31 - 40 of 1415 results for "Excel" |
| | | KKR has launched a digital education platform to help financial advisers and individual investors better understand the alternatives landscape. The KKR Alternatives Unlocked platform offers macroeconomic insights, investment perspectives and educational ... |
| | | | BlackRock has named Susan Chan as its new head of Asia Pacific (APAC), tasked with overseeing business, client, investment, and operational platforms for wealth and institutional investors. Chan succeeds Rachel Lord, who relocates to London and takes ... |
| | | | On completion of Australian Equities reviews, Morningstar upgraded its ratings for three share classes across three strategies and downgraded 10 share classes across 10 strategies. Realindex Australian Share Value Class A was called an excellent choice ... |
| | | | Putting an old rivalry behind, financial advice practices are increasingly joining forces with accounting firms as the former seeks to meet clients' demand for holistic advice that includes taxation. Over the next decade, Radar Results predicts ... |
| | | | Platinum Asset Management appointed a new chief executive to replace Andrew Clifford and unveiled a new-look board in the hope of stemming outflows and revitalising the business. The $15.5 billion fund manager named Jeff Peters as its chief executive ... |
| | | | MLC Life has hired the man who led Commonwealth Bank's recent $1 billion remediation program to the role of general manager, remediation programs. Ian Fletcher, currently general manager of program strategy, customer remediation at Commonwealth Bank ... |
| | | | ... shareholders relative to larger, better-resourced counterparts," explained Barrett. The paper explained that although advisers excel at assisting clients in growing, managing, and safeguarding their wealth, a significant number find themselves paralysed ... |
| | | | For new money, the current income landscape is the most attractive it's been in at least a decade, according to Morningstar chief investment officer Matt Wacher. Wacher, who shared his top investment ideas in Morningstar wealth's 2024 outlook report ... |
| | | | Kavita Mistry will become AMP's new chief technology officer, joining the executive committee. Mistry joined AMP earlier this year, bringing with her over 20 years of experience in technology roles, specifically within financial services. Mistry's areas ... |
| | | | Young Australian women are reporting lower financial literacy levels and are at greater risk of financial hardship, according to new NAB research. NAB's Financial hardship survey, revealed the most significant dip in financial literacy is seen in ... |
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