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Showing 1001 - 1010 of 1617 results for "Excel"

AB appoints regional manager

ALEX BURKE  |  THURSDAY, 24 SEP 2015
AllianceBernstein (AB) has appointed a regional manager. Stephen Nguyen will be based in AB's Melbourne office. He joins the firm from AMP, where he was a business development manager. Prior to that, he held a similar role at Aviva/MLC. He has also ...

Blue Sky scratches head lice from portfolio

LAURA MILLAN  |  TUESDAY, 22 SEP 2015
Blue Sky Venture Capital has exited a head lice treatment company after it entered into a $278 million commercial agreement with Indian-based Dr. Reddy's Laboratories. Blue Sky invested in Hatchtech in 2013 as part of a $12 million syndicate of Australian ...

AFA announces awards finalists

ALEX BURKE  |  WEDNESDAY, 16 SEP 2015
The Association of Financial Advisers has announced the finalists for its 2015 awards. In partnership with TAL, the Female Excellence in Advice Award finalists are Perspective Financial Services' Esther Althaus, PetersMcKeown's Tricia Peters and NAB's ...

Implemented Portfolios appoints former Genesys chief

ALEX BURKE  |  THURSDAY, 10 SEP 2015
Implemented Portfolios has appointed a new executive chair. Greg Kirk has been on the firm's board since 2013. Prior to that, he held chief executive roles at Genesys, Challenger Financial Planning, and was also managing director, financial planning ...

Asia: Between fortune and fate

LAURA MILLAN  |  WEDNESDAY, 26 AUG 2015
Australia's giant neighbours have been the world's largest source of growth for years. But the great investment opportunity is full of traps and markets often fall in erratic behaviours. Laura Millan asks eight key questions to understand Asia and to ...

AFA Female Excellence semi-finalists named

MARK SMITH  |  TUESDAY, 25 AUG 2015
The Association of Financial Advisers (AFA) and TAL have announced the semi-finalists for the 2015 AFA Female Excellence in Advice Award. Next Step Financial Group's Crystal Broadfoot, Perspective Financial Services' Esther Althaus, Carrington Financial ...

AMP names new Charter and ipac managing director

STAFF WRITER  |  FRIDAY, 21 AUG 2015
AMP has appointed a managing director of Charter and ipac, reporting to AMP group executive advice and banking, Rob Caprioli. Tim Mitchell-Adams will be responsible for leading the Charter, ipac, Jigsaw and SMSF Advice businesses. Mitchell-Adams previously ...

La Trobe appoints distribution manager

ALEX BURKE  |  FRIDAY, 14 AUG 2015
La Trobe Financial has appointed a new senior manager client partnership to its wealth and funds management division. Based in Melbourne, Bonnie Hill joins La Trobe from Direct Super Solutions, which she owned and directed. She has also held a business ...

New guide teaches social media best practice

MARK SMITH  |  MONDAY, 10 AUG 2015
Zurich Financial Services Australia has launched a series of case studies that promote best practice by financial advisers in the use of social media and digital marketing. The publication, the first of its kind for the industry, reflects the growing ...

AFA awards deadline looms

ALEX BURKE  |  TUESDAY, 14 JUL 2015
The Association of Financial Advisers (AFA) has called for submissions for its Adviser and Practice of the Year awards before the July 17 deadline. The Adviser of the Year award is based on adviser performance, practice business performance, professionalism ...