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Showing 1121 - 1130 of 1617 results for "Excel"

Zenith appoints national account manager from Lonsec

LAURA MILLAN  |  THURSDAY, 3 OCT 2013
Zenith Investment Partners has appointed a former Lonsec manager as its new national key account manager. John Ryan was Lonsec's national Sales and Distribution manager and in his new role will be addressing the growing demand for research sales. "John's ...

AFA unveils Female Excellence in Advice Finalists

LAURA MILLAN  |  FRIDAY, 27 SEP 2013
The Association of Financial Advisers (AFA) and TAL have unveiled the names of the finalists in the 2013 AFA Female Excellence in Advice Award, which recognises female financial advisers who are making a significant contribution to their profession ...

No news, no worries

BENJAMIN ONG  |  FRIDAY, 27 SEP 2013
It must be another nothing to write home about day. You know it is when the headlines are headlining silly rationales. Wall Street's up because? Wall Streeters suddenly developed collective amnesia and forgot the Mexican standoff over America's budget ...

ACSI appoints Future Fund exec as new chief

MARK SMITH  |  THURSDAY, 26 SEP 2013
The Australian Council of Superannuation Investors (ACSI) has appointed senior Future Fund executive Gordon Hagart to replace chief executive Ann Byrne who will retire from the role in October. Hagart is currently head of environmental, social and governance ...

ASIC, "twin peaks" model faces review

LAURA MILLAN  |  MONDAY, 23 SEP 2013
Evidence that it took at least 16 months for ASIC to act on whistleblowers' information about misconduct within the Financial Planning division of Commonwealth Bank became a turning point in the long-running debate around the effectiveness of the current ...

Consumer at centre of this year's AFA Conference

STAFF REPORTER  |  FRIDAY, 20 SEP 2013
Following widespread industry reforms aimed at putting the needs of the client first, this year's AFA Conference will focus on the "Age of the Consumer". Twitter co-creator Dom Sagolla, customer service guru, New York Times best-selling author Ron Kaufman ...

AFA Adviser of the Year Finalists revealed

ALICE URIBE  |  WEDNESDAY, 18 SEP 2013
The six finalists for the 11th annual Association of Financial Advisers (AFA) Adviser of the Year Award have been announced ahead of the October AFA conference. The Awards recognises leadership, advocacy and innovation in the financial services industry ...

AMP- managed infra fund takes stake in Irish telco

ALICE URIBE  |  FRIDAY, 13 SEP 2013

Finance industry integrity called into question

LAURA MILLAN  |  THURSDAY, 12 SEP 2013
Financial services stakeholders have little confidence in the industry's integrity and its capacity to manage conflicts of interest, with almost a third saying that the different sectors don't operate with integrity. Financial advisers are seen to be ...

Suncorp outsources custody to NAB

JAMES FERNYHOUGH  |  MONDAY, 26 AUG 2013
Suncorp has outsourced its entire custody and investment administration operations to National Australia Bank's custody arm, NAB Asset Servicing. Both Suncorp and NAB have said very little about the deal, and would not comment on suggestions that it ...