Search Results | Showing 91 - 100 of 1611 results for "Excel" |
| | | Desktop Broker, part of Bell Financial Group, has partnered with direct indexing platform Briefcase to deliver direct indexing capabilities and institutional-grade ETF model portfolios to financial advisers and wholesale investors. With direct indexing ... |
| | | | Viola Private Wealth and Aura Group have appointed new operating leads, while MA Asset Management's COO has headed out the door. Aura Group has named Nathan Harris as its new chief operating officer as the firm continues to expand in the private ... |
| | | | The Lowy Family Group-backed Assembly Funds Management (AFM) has struck a deal with PGIM Real Estate to jointly acquire QIC's Woodgrove Shopping Centre in Melton, Victoria for $440 million. The single-level centre, spanning over 27 hectares of land ... |
| | | | The 2025 King's Birthday honours list featured several heavyweights from the superannuation, funds management and sustainable investing sectors. A superannuation fund investments chief was one of the recipients of the highly coveted Medal of the ... |
| | | | More than 350 industry professionals turned out for Financial Standard 's night of nights, honouring the best and brightest in advertising, marketing and sales. The annual Financial Standard Marketing, Advertising and Sales Excellence (MAX) Awards ... |
| | | | Pacific Equity Partners has appointed Alexander Brown as a director to spearhead the firm's expansion into retail financial adviser and direct investor markets. Brown brings 15 years of experience across financial markets, asset management and investment ... |
| | | | AUSIEX has finalised its acquisition of FIIG Holdings, while LGT Crestone's takeover of Commonwealth Bank of Australia's (CBA) private wealth business has completed. AUSIEX, which is a subsidiary of Nomura Research Institute (NRI), has now expanded ... |
| | | | Dai-ichi Life HD, which owns TAL, will acquire 15% of British asset manager M&G, with the two establishing a long-term strategic partnership across asset management and life insurance. Under the partnership, which is expected to produce at least US$6 ... |
| | | | Zurich Financial Services Australia has appointed a new head of claims excellence for Australia and New Zealand from Suncorp. Currently serving as head of complex natural hazard home claims at Suncorp, Morris Garsin will join in August to drive Zurich's ... |
| | | | Macquarie Asset Management has acquired 100% of Monte Rodovias, a toll road portfolio platform in Brazil, via its managed funds with Macquarie Infrastructure Partners VI. The terms of the agreement were not disclosed. The platform comprises of the concessionaires ... |
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