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Showing 1261 - 1270 of 1617 results for "Excel"

AFA award launched to encourage female financial planners

RACHEL DAVIS  |  FRIDAY, 6 MAY 2011
The Association of Financial Advisers (AFA), TOWER Australia and the Macquarie Graduate School of Management launched its inaugural AFA Female Excellence in Advice Award in Sydney last night. Tackling the gender gap that exists in retirement savings ...

ASIC silent on possible research probe

ALISON BEVEGE  |  TUESDAY, 19 APR 2011
ASIC has refused to confirm or deny whether research houses who gave five-star ratings or positive reports on fraud funds Trio Capital and Astarra are being investigated. But industry insiders say the corporate watchdog is conducting a high-level investigation ...

Life insurance consuming dormant super fund balances

ALISON BEVEGE  |  WEDNESDAY, 13 APR 2011
More than 25 per cent of dormant superannuation accounts have active life insurance policies causing balances to dwindle through unnecessary fees, new figures show but financial planners can help. According to research house Rice Warner, just over 12 ...

KPMG investment consulting no direct threat

MATT WOODINGTON  |  THURSDAY, 24 MAR 2011
KPMG's launch of a specialised investment consulting offering will fill a significant gap in the market for direct investment advice to superannuation funds, said its head, James O'Leary. KPMG Investment Consulting officially launched this week after ...

Adviser award highlights need for women-centric advice

MATT WOODINGTON  |  TUESDAY, 22 MAR 2011
Concerns about the number of Australian women lacking adequate insurance and retirement savings are behind a new award for female financial advisers. The Association of Financial Advisers will launch the AFA Female Excellence in Advice Award in conjunction ...

More to emerging markets than Asia

MATT WOODINGTON  |  WEDNESDAY, 9 MAR 2011
As investors spend time weighing up the pros and cons of investing in Asian growth assets, other emerging markets, with some of the most attractive trading valuations, are often overlooked. James Cook, associate director, US and emerging market equities ...

Good jobs

BENJAMIN ONG  |  MONDAY, 7 MAR 2011
The sun is shining, the sky is blue and everything is fine except... it's not fine enough. Wall Street was so sure heading into the February US non-farm payrolls report that the data will confirm improving labour market conditions in America. All the ...

MLC program attracts new planners

ELISE BURGESS  |  THURSDAY, 3 MAR 2011
MLC aims to make a career switch into financial planning easier for people already working in the financial services industry through a new educational program. The MLC Pathway to Advice Excellence, which targets professionals already working in a similar ...

ACFS awards innovation and investment stewardship

MICHELLE BALTAZAR  |  WEDNESDAY, 2 MAR 2011
The local investment community celebrated innovation and investment stewardship at an awards gathering in Melbourne last night, with Care Super, Goldman Sachs Asset Management & Partners Australia and La Trobe Financial Services among this year's winners. ...

AFA promotes Make A Plan

ELISE BURGESS  |  THURSDAY, 10 FEB 2011
The Association of Financial Advisers gives its younger adviser network an update on the association's initiatives, including the Make A Plan campaign, at the GenXt Roadshow in Sydney yesterday. Speaking at the event, chief executive Richard Klipin ...