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Showing 1251 - 1260 of 1617 results for "Excel"

Coaching tips invigorate adviser roadshow

ALISON BEVEGE  |  WEDNESDAY, 27 JUL 2011
Financial advisers were treated to a magical list, staff empowerment and "I've got the cookie" in a memorable coaching session on how to build an award-winning business at the Association of Financial Advisers national roadshow in Sydney today. Steve ...

CBA's Norris to retire, Narev replaces

ELISE BURGESS  |  FRIDAY, 22 JUL 2011
Commonwealth Bank (CBA) chief executive, Ralph Norris, has announced his intention to retire in November this year with group executive of business and private banking, Ian Narev, named his successor. Narev has been with CBA since May 2007, during which ...

Rainmaker reveals 2011 Sales & Marketing Excellence Awards

MATT WOODINGTON  |  THURSDAY, 14 JUL 2011
Challenger emerged as the biggest winner from the 2011 Rainmaker Sales & Marketing Excellence Awards Dinner last night, picking up three awards, while PIMCO, Legg Mason and AustralianSuper each scooped two. The awards dinner, compared by ABC newsreader ...

Noall & Co head wins risk planning award

MATT WOODINGTON  |  TUESDAY, 21 JUN 2011
The AFA's NSW/ACT state director Marc Bineham has won the Risk Adviser of the Year award from Professional Investment Services (PIS). Bineham, managing director of Noall & Co., was selected from PIS' network of over 1200 financial advisers and received ...

BT Investment Management wins $61m mandate

ALISON BEVEGE  |  MONDAY, 20 JUN 2011
... structure at previous investment manager Macarthur Cook. Farrell said the Australian property marketplace was not easy to excel in. "It's a fairly difficult space to be involved with," he said. "You need experience and a demonstrated skill set to succeed ...

BBY expands with Stonebridge acquistion

RACHEL DAVIS  |  TUESDAY, 14 JUN 2011
BBY has announced it has signed a sale and purchase agreement to acquire the StoneBridge Private Client Adviser network, staff and product platforms. The StoneBridge Group is a boutique investment firm with over 15 years experience in the Australian ...

Lonsec bought by FRH

RACHEL DAVIS  |  THURSDAY, 9 JUN 2011
The long rumoured sale of Lonsec has today been confirmed. Zurich has sold the ratings house to Financial Research Holdings (FRH). The sale brings Lonsec under the same business umbrella as SuperRatings. "We are absolutely thrilled with the purchase ...

NGS Super merger too late for tax relief

MATT WOODINGTON  |  TUESDAY, 10 MAY 2011
NGS Super expects to complete a merger with UCSuper by early 2012, missing out on capital gains tax relief, having signed a memorandum of understanding to create a combined $4.4 billion fund. The optional capital gains tax (CGT) roll-over for capital ...

Super fund drives member awareness

ALISON BEVEGE  |  MONDAY, 9 MAY 2011
Truckies, bus drivers and couriers will soon be very aware of who manages their super if all goes to plan for transport industry superannuation fund TWUSUPER. The industry super fund is putting advertisements on more than 80 billboards around the country ...

Innovative platforms create $397 bn industry

ELISE BURGESS  |  FRIDAY, 6 MAY 2011
Investment platforms use innovation to compete for adviser business in a $397 billion industry, with advisers the main winner. Australian platform providers are now competing at a higher level, according to the 2010 Investment Trends Platform Report ...