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Showing 1171 - 1180 of 1654 results for "Excel"

Industry funds 'treat us like dirt': COSBOA

JAMES FERNYHOUGH  |  MONDAY, 29 JUL 2013
The Council of Small Business Australia (COSBOA) has welcomed the Government's decision to grant small businesses access to the Superannuation Complaints Tribunal (SCT). COSBOA executive director Peter Strong said this would give small businesses a ...

Submit your SMILEYS 2014 entry now

STAFF WRITER  |  MONDAY, 22 JUL 2013

Greece what?

BENJAMIN ONG  |  FRIDAY, 19 JUL 2013
Was it good for you as it was for me? If you ask the financial markets this question, there surely would be a chorus of "yes it was!" They're still basking in the afterglow of Big Ben Bernanke's comforting words. In fact 'twas so good the Dow and the ...

Parametric appoints new Australian CEO

MARK SMITH  |  MONDAY, 8 JUL 2013
Global investment manager Parametric has appointed Chris Briant as chief executive officer for its Australian business, following the departure of managing director Scott Lawrence. The Eaton Vance subsidiary, best known in Australia as a proponent of ...

Financial planners opt for software homogeneity

JAMES FERNYHOUGH  |  FRIDAY, 5 JUL 2013
... over the past decade," said Investment Trends senior analyst Recep Peker. "Where VisiPlan used to dominate, and Microsoft Excel was used to plug the gaps, XPLAN is now the main planning tool for half of Australian planners." Despite its small market ...

Tyndall launches fund for low-tax rate instos

MARK SMITH  |  TUESDAY, 2 JUL 2013
Tyndall AM has made its Australian Share Concentrated strategy available to zero or low tax rate institutions such as charities, endowment funds and super funds, with the launch of a new fund. The new Tyndall Australian Share Concentrated Income fund ...

AFA Inspire initiative launched in Sydney

MARK SMITH  |  THURSDAY, 20 JUN 2013
The Association of Financial Advisers (AFA) formally launched its Inspire initiative to provide a network and professional community for women in the financial advice industry at an event in Sydney last night. The initiative is aimed not only at financial ...

Yes, no, I don't know

BENJAMIN ONG  |  WEDNESDAY, 19 JUN 2013
It's now or never. Last chance to place your bets - check, raise or fold - before Big Ben Bernanke shows his hands. Gauging from Wall Street's back-to-back gains over the first two trading days of this week, it appears that the money is on Big Ben revealing ...

Tyndall mulls World Equities retail launch

MARK SMITH  |  MONDAY, 17 JUN 2013
Tyndall AM is considering making its top-performing World Equities multi-manager fund available to Australian retail investors after a successful retail launch in New Zealand. Tyndall head of the Multi-Manager Ken Ostergaard said that a regulatory overhaul ...

AMG deepens Australian focus with new role

ALICE URIBE  |  FRIDAY, 17 MAY 2013
Affiliated Managers Group (AMG) has appointed Cameron Dickman to the newly created role of director, sub-advisory distribution for Australia. Dickman will be responsible for retail and wholesale business development for AMG's affiliates. AMG said in ...