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Showing 1161 - 1170 of 1617 results for "Excel"

Presima appoints new CEO

LAURA MILLAN  |  WEDNESDAY, 13 MAR 2013
Boutique fund manager Presima has appointed Peter Zabierek as chief executive officer. Zabierek will be taking over from acting CEO Nick Basile in early April and will be responsible for leading and growing the business. He has over 23 years' professional ...

Managed accounts set for an overhaul

LAURA MILLAN  |  MONDAY, 11 MAR 2013
For the first time in nine years, the country's financial services regulator is placing the managed accounts sector through a comprehensive review, addressing grey areas and fixing major drawbacks that have long derailed the sector's growth. Institutions ...

TAL wins Life Company of the Year

MARK SMITH  |  WEDNESDAY, 6 MAR 2013
TAL has been named the Plan For Life (PFL)/Association of Financial Advisers (AFA) 2012 Life Company of the Year for the second year in a row. As well as winning the overall Platinum Award, TAL also took away the Term/TPD Product Award and was a finalist ...

Homegrown manager bags global award

LAURA MILLAN  |  MONDAY, 4 MAR 2013
The Pengana Asia Special Events Fund won the Excellence in Investment Management award at the International Alternative Investment Review (IAIR) Asset Management Awards, held last week in Hong Kong, Pengana announced today. The fund, which is managed ...

Telstra Super reappoints David Leggo independent chairman

LAURA MILLAN  |  TUESDAY, 26 FEB 2013
The board of Telstra Super has reappointed of David Leggo as independent chairman of the fund. Leggo is a former Trustee of the Year and was appointed Telstra Super independent chairman for the first time in 2010. During the last few years he has overseen ...

La Trobe scoops global awards

LAURA MILLAN  |  TUESDAY, 26 FEB 2013
Fund manager La Trobe Financial was awarded with two prizes at the International Alternative Investment Review (IAIR) Global Awards for its wealth management, brokerage and asset management, the fund manager announced. The Australian-based fund was ...

Combined Super gets MySuper approval

LAURA MILLAN  |  FRIDAY, 22 FEB 2013
Combined Super, previously named Combined Fund, received the authorisation from the Australian Prudential Regulation Authority (APRA) to offer a MySuper product. The industry fund for workers in education and related sectors, is one of the first funds ...

Politicians move 'super' goal posts at their peril

MARK SMITH  |  TUESDAY, 12 FEB 2013
Recent political and Treasury debate about changes to superannuation should not put doubts into people's minds about its attractiveness as an tax structure within which to invest for their retirement, according to Michael Hutton, head of wealth management ...

Market Wrap - PM

AAP  |  MONDAY, 11 FEB 2013
The Australian stock market has opened flat, with strong gains in consumer discretionary stocks offset by weakness in mining-related sectors. At 1027 AEDT on Monday, the benchmark S&P/ASX200 index was down 4.1 points, or 0.08 per cent, at 4,967.2 points ...

Social media a counter-balance to info overload

MARK STORY  |  TUESDAY, 5 FEB 2013
Financial advisers can achieve immediate wins in the social media stakes if they only bother to properly service existing clients, ensure their LinkedIn profile is built efficiently, and overcome their fear of making a video. That was one of the key ...