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Showing 1021 - 1030 of 1654 results for "Excel"

Advice M&A deals boom after years of stagnation

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
Mergers and acquisitions of advice practices are happening at an unprecedented level due to excellent market conditions, according to Forte Asset Management director Steven Prendeville. Speaking at a panel session of the FPA Congress titled 'How to ...

National Achievement Award winners announced

MARK SMITH  |  THURSDAY, 19 NOV 2015
Three of the industry's leading fund executives have been honoured with National Achievement Awards at a ceremony in Melbourne. Initiated by La Trobe Financial back in 2012 and now proudly supported by Financial Standard, the awards recognise the outstanding ...

Digital evolution highlighted at AIST awards

DARREN SNYDER  |  FRIDAY, 13 NOV 2015
The Australian Institute of Superannuation Trustees (AIST) recognised clever use of data segmentation and social media campaigns to improve female member engagement at its annual Awards for Excellence. AIST chief executive Tom Garcia said this year's ...

Paradigm appoints new CEO

ALEX BURKE  |  WEDNESDAY, 11 NOV 2015
Paradigm Group, an investment advisory group that focuses exclusively on executives, professionals and business owners, has appointed a new chief executive. Bill Danaher joins Paradigm from Industry Fund Services, where he was also chief executive. ...

Sunsuper awards large multi-asset mandate

ALEX BURKE  |  TUESDAY, 10 NOV 2015
Sunsuper has awarded a large multi-asset mandate to a global fund manager. As a result, Neuberger Berman will now manage a diversified multi-asset class strategy for the superannuation fund. It will also provide real-time access to different asset class ...

AMG to take Abax stake

ALEX BURKE  |  TUESDAY, 10 NOV 2015
Global asset manager AMG has entered into an agreement to acquire an equity stake in Abax Investments. Based in Cape Town and formed in 2003, Abax is a South African investment management firm with over $7.6 billion in assets under management. It specialises ...

Finsia partners with Hong Kong institute

DARREN SNYDER  |  MONDAY, 2 NOV 2015
A growing number of Australasian financial services professionals in Hong Kong have helped establish a partnership between two industry development groups. The Financial Services Institute of Australia (Finsia) and the Hong Kong Securities and Investment ...

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 ...