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Showing 1131 - 1140 of 1654 results for "Excel"

Count awards advisers in Shanghai conference

LAURA MILLAN  |  TUESDAY, 13 MAY 2014
Count Financial has given awards to ten accountants and advisers during its annual conference, held this year in Shanghai. The awards recognised financial advice quality and good client outcomes within the different practices. The Member Firm of the ...

David Rae wins Count Adviser of the Year award

LAURA MILLAN  |  MONDAY, 12 MAY 2014
Beames and Associates Financial Services director David Rae was the winner of Count Financial's first Adviser of the Year award. The award recognises advice excellence, good client outcomes and a commitment to best practice and professional development. ...

Qantas Super appoints new investment adviser

ALICE URIBE  |  THURSDAY, 1 MAY 2014
Mercer will become Qantas Super's new principal investment adviser, taking over from Towers Watson who had held a contract with the fund for 10 years. After a review Mercer has been appointed for an initial five-year term with Arcadia Managed Investments ...

BTIM posts strong half year numbers

MARK SMITH  |  WEDNESDAY, 30 APR 2014
BT Investment Management (BTIM) has reported an after-tax net profit of $83.1 million for the half year to 31 March 2014, up 143% on the same period last year. Statutory net profit after tax was up 243% to $78.3 million while cash earnings per share ...

Nominations open for AFA Excellence in Education Award

STAFF WRITER  |  TUESDAY, 29 APR 2014
The Association of Financial Advisers (AFA) is calling for nominations for the seventh AFA Excellence in Education Award, which will be presented in October at the AFA National Conference in Cairns. The award recognises advisers who invest in themselves ...

Could government issue its own annuities?

JAMES FERNYHOUGH  |  TUESDAY, 15 APR 2014
The government could play an active role in the creation of a functioning annuities and longevity insurance market, according to the Centre of Excellence in Population Ageing Research (CEPAR) in its submission to the Financial System Inquiry. While ...

SPAA and Macquarie to investigate SMSFs

STAFF WRITER  |  MONDAY, 31 MAR 2014
The SMSF Professionals' Association of Australia (SPAA) and Macquarie will investigate SMSF business models in a newly launched survey that is targeting financial advisers, accountants, administrators and stockbrokers. The findings of the survey will ...

La Trobe wins international awards

STAFF WRITER  |  WEDNESDAY, 5 MAR 2014
La Trobe Financial won the excellence in mortgage fund management, special category Australia award at the International Alternative Investment Review (IAIR) Global Awards in Hong Kong. La Trobe won the award for the second consecutive year. Winners ...

Rubik Financial appoints CEO

HARRY PAGE  |  THURSDAY, 27 FEB 2014
Financial software provider Rubik Financial has appointed Niek Hoogenhout as Australia and New Zealand chief executive. He will commence his new role on February 27th of this year. Hoogenhout has over 15 years' experience in the financial services industry. ...

CommInsure nabs exec from Swiss Re

LAURA MILLAN  |  TUESDAY, 11 FEB 2014
Former Swiss Re head of life and health in Australia and New Zealand has been appointed executive general manager at CommInsure, effective April 7, 2014. Helen Troup will be leading CommInsure and joining the wealth management leadership team, Commonwealth ...