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Showing 1241 - 1250 of 1654 results for "Excel"

IAS renews partnership with SS&C

LINDA HAUSKEN  |  THURSDAY, 23 AUG 2012
Australian managed accounts provider, Investment Administration Services (IAS) has renewed its affiliation with global financial services software provider, SS&C Technologies through the use of the firm's Global Wealth Platform to support its managed ...

Synchron appoints state manager

LINDA HAUSKEN  |  THURSDAY, 16 AUG 2012
Boutique financial advice licensee, Synchron has named Bernie Fernandes as a new state manager for Western Australia. Prior to his new role, Fernandes was a state manager for Accountancy Insurance and Mortgage Choice in WA, where he successfully restructured ...

New analyst for AB Australia

BEN COLLINS  |  WEDNESDAY, 15 AUG 2012
Global investment management firm AllianceBernstein today announced the appointment of a new research analyst, James Robertson, to the AllianceBernstein Value team. He will initially cover metals, mining and chemicals. He joins AllianceBernstein from ...

Unprecedented nominations for AFA Advisers awards

LINDA HAUSKEN  |  THURSDAY, 9 AUG 2012
Entries in the Association of Financial Advisers Female Excellence in Advice Award 2012 have now closed, with the number of nominations (130) up over a fifth (23%) on last year. AFA and its award sponsor, Tal said the calibre of nominees this year is ...

Redundancies tipped at Plan B

BEN COLLINS  |  FRIDAY, 27 JUL 2012
Job cuts are predicted at Perth-based boutique wealth manager Plan B, if IOOF's proposed bid is successful. The Plan B board has unanimously recommended that shareholders accept the IOOF offer for 60 cents per ordinary share, in an off-market takeover ...

Plan B board accepts IOOF offer

BEN COLLINS  |  MONDAY, 16 JUL 2012
The board of Perth-based Plan B Holdings Limited has recommended a $49.1 million takeover offer made by IOOF. IOOF had proposed to acquire 100% of the fully paid ordinary shares in Plan B, in an off-market takeover that would see it add $2.2bn in funds ...

Suncorp keeps it simple

LINDA HAUSKEN  |  TUESDAY, 29 MAY 2012
Suncorp has unveiled a new strategic simplification program that will deliver annualised benefits of $200m from the 2016 financial year. Suncorp's simplification program, which will cost $275m and be expensed from within operating budgets will focus ...

AFA and TAL launch Female Excellence in Advice Award

LINDA HAUSKEN  |  THURSDAY, 24 MAY 2012
In an effort to celebrate women in advice leadership roles, TAL in conjunction with the Association of Financial Advisers has launched the second Female Excellence in Advice Award. The Award recognises female financial advisers who are making a significant ...

Henderson grows footprint in Asia-Pacific

BEN COLLINS  |  TUESDAY, 22 MAY 2012
Henderson Global Investors has hired industry veteran Rob Adams to spearhead its investment management business in Australia, in line with broader expansion plans. The development of a pure funds management business in Australia is part of Henderson's ...

EQT wins Austock Life mandate

MELANIE TIMBRELL  |  TUESDAY, 24 APR 2012
Life insurance company Austock Life has added Equity Trustees Limited's Mortgage Income Fund to its Imputation Bond menu. "It is very important to many of our investors - especially those using the Imputation Bond's estate planning and aged care strategies ...