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Showing 991 - 1000 of 1617 results for "Excel"

Tim Steele departs AMP

ALEX BURKE  |  FRIDAY, 30 OCT 2015
After announcing his departure in May, Genesys and ipac managing director Tim Steele has left the AMP-aligned practices today. Based on the May announcement, Steele was expected to leave his role in June, but stayed on until late October. He is now ...

Zurich cleans up at Plan For Life awards

ALEX BURKE  |  THURSDAY, 29 OCT 2015
Zurich has won in three categories at Plan For Life's 2015 Direct Life Insurance awards. Aside from the overall Direct Life Insurance Excellence Award, Zurich also picked up the Term Life and Customer Service for Life Companies awards. Held in Sydney ...

Global strategy drives BTIM results

LAURA MILLAN  |  THURSDAY, 29 OCT 2015
BT Investment Management reported a record result for the year to 30 September 2015, with the manager's US equity funds attracting strong inflows. BTIM confirmed a cash net profit after tax (NPAT) of $132.5 million for the year, and a statutory NPAT ...

The power of saying no to difficult advice clients

ALEX BURKE  |  WEDNESDAY, 28 OCT 2015
Sometimes you need to refuse certain clients to grow your business. This was the message given by Multiforte director and 2014 Association of Financial Advisers Female Excellence in Advice award winner Kate McCallum. Speaking at the Association of Financial ...

NAB planner wins AFA Female Excellence Award

MARK SMITH  |  TUESDAY, 27 OCT 2015
NAB's Sharon Walker has won the 2015 AFA Female Excellence in Advice Award. AFA chief executive Brad Fox said with her passion for the advice profession and her belief in the value of quality financial advice, Walker is an outstanding role model for ...

AFA gives Education, Michael Murphy awards

MARK SMITH  |  TUESDAY, 27 OCT 2015
The Association of Financial Advisers (AFA) has given out the 2015 AFA Excellence in Education Award and the Michael Murphy Award. Charles Badenach of Main Street Financial Services has been awarded the 2015 AFA Excellence in Education Award. The award ...

Steve Helmich joins Affinia

ALEX BURKE  |  WEDNESDAY, 21 OCT 2015
TAL has made two key appointments to its Affinia risk advice team. Steve Helmich has been made chair of Affinia, having joined from AMP, where he was, most recently, executive director of financial planning. Commenting on his appointment, Helmich said ...

CFAs told ASIC is for the consumer

DARREN SNYDER  |  WEDNESDAY, 14 OCT 2015
Australian Securities and Investments Commission (ASIC) chairman Greg Medcraft said the regulator has a significant number of individual surveillances underway at the big four banks, Macquarie and AMP. Speaking at the Chartered Financial Analyst (CFA) ...

Senior fund manager leaves AMP Capital for Ausbil

MARK SMITH  |  WEDNESDAY, 14 OCT 2015
Ausbil Investment Management has hired a senior portfolio manager from AMP Capital. Gian Pandit has joined the Sydney-based firm as deputy head of equities. He will be part of the portfolio construction committee along with chief executive officer and ...

YBR robo-advice to make Celebrity Apprentice debut

STAFF WRITER  |  WEDNESDAY, 7 OCT 2015
Yellow Brick Road's robo-advice tool, Guru, will be launched to the public via a Celebrity Apprentice Australia challenge. The Guru "pilot" was unveiled in June, and since then over 50 YBR practices are able to use the service. "Our network has been ...