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Showing 1121 - 1130 of 1654 results for "Excel"

Slow and steady as she goes

BENJAMIN ONG  |  THURSDAY, 3 JUL 2014
WOW! Seen the latest ADP private payrolls number last night? The report showed 281,000 Americans found jobs in the private sector in June. This is the biggest monthly addition since the 293K added back in November 2012 and... it beat even the most optimistic ...

Credit Suisse named best UHNW bank in Australia

MARK SMITH  |  THURSDAY, 26 JUN 2014
... aim of the awards is to recognise both institutions and individuals within private banking and private client services who excel in the areas which are most important to HNW clients. Edward Jewell-Tait, head of Credit Suisse Private Banking, Australia ...

2014 MAX Award Winners and Finalists

MICHELLE BALTAZAR  |  MONDAY, 23 JUN 2014

Lonsec reveals new CEOs

STAFF WRITER  |  MONDAY, 23 JUN 2014
Lonsec Fiscal Holdings, which includes Lonsec Research, Lonsec Broking, SuperRatings, Toowards, Advisor Network, MPF Ratings and Lonsec Direct Investment Service is pleased to announce the appointment of Amanda Gillespie and Nathan MacPhee as joint ...

Advice clients don't want managed funds

MARK SMITH  |  FRIDAY, 20 JUN 2014
AFA Adviser of the Year Jenny Brown has said that clients are simply not interested in investing in managed funds. "Clients don't want managed funds. I'm sorry to all the fund managers in the room but they just don't understand them," she said. Brown ...

Industry stalwart Tucker takes stake in Westoz

MARK SMITH  |  TUESDAY, 3 JUN 2014
Former MLC chief executive Steve Tucker has become executive chairman and minority shareholder of fund manager Westoz Investment Management. Tucker has a 20% stake in the firm, with the remaining 80% owned by ASX-listed and Western Australian focused ...

FEAL to recognise top superannuation CIOs and COOs

STAFF WRITER  |  TUESDAY, 3 JUN 2014
The country's leading superannuation chief investment officers and chief operation officers will be recognised at a national CIO & COO Awards through a joint initiative by industry body FEAL and fund manager La Trobe Financial. FEAL has teamed up with ...

AFA upgrades Female Excellence award with business scholarship

LAURA MILLAN  |  THURSDAY, 29 MAY 2014
The Association of Financial Advisers (AFA) has opened nominations for the 2014 Female Excellence in Advice Award, which this year includes a master class for finalists at the Macquarie Graduate School of Management (MGSM). The award recognises the ...

Dancing with digital: MAX

STAFF WRITER  |  TUESDAY, 27 MAY 2014
Financial services marketers face the twin challenges of being relevant to the digital investor while complying with snail-mail era regulation - but there are ways to get the best of both worlds. Speakers at this year's MAX Marketing, Adverting and ...

Voting opens for the 2014 MAX Awards

STAFF WRITER  |  WEDNESDAY, 14 MAY 2014
Voting is now open for the MAX Awards, which are the refreshed and rebranded Rainmaker Sales and Marketing Excellence Awards. This year, as part of the rebrand, there are new categories including Best Social Media Campaign, Best Integrated Campaign ...