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Showing 1041 - 1050 of 1653 results for "Excel"

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 ...

Blue Sky acquires majority stake in HPS

ALEX BURKE  |  MONDAY, 13 JUL 2015
Blue Sky Private Equity has partnered with Partners Group to acquire a majority stake in hospital pharmacy services business HPS. Founded in 1975, HPS provides pharmaceutical products and services to private and public hospitals, oncology facilities ...

FPA announces CFP award winner

ALEX BURKE  |  WEDNESDAY, 8 JUL 2015
The Financial Planning Association of Australia (FPA) has announced the winner of its third Gwen Fletcher Memorial Award. Apt Wealth Partners head of advice and director John Moran received the award - named after the financial planning pioneer - for ...

BNP appoints Australia head of asset services

LAURA MILLAN  |  THURSDAY, 2 JUL 2015
BNP Paribas has appointed an executive to the newly-created role of head of asset and fund services (AFS) business line in Australia. Ian Rae will be reporting to BNP head of Australia and New Zealand, David Braga, and globally to head of AFS Operations ...

Standard Life adds to multi asset team

STAFF WRITER  |  THURSDAY, 2 JUL 2015
Standard Life Investments has appointed former BNP Paribas global head of equity and derivatives as investment director for its multi asset investment team. Gerry Fowler will be based in Edinburgh and will join a 57 strong team providing investment ...