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Showing 1271 - 1280 of 1654 results for "Excel"

IRESS launches UK wealth management division

RACHEL DAVIS  |  TUESDAY, 15 NOV 2011
IRESS has launched its Wealth Management division in the United Kingdom on the back of its selection as strategic supplier of wealth management advice technology by Sesame Bankhall Group, the largest distributor of retail financial advice in the UK. ...

Accountants partner up with AXA and MLC to offer financial advice

CLAIRE MCGREAL  |  MONDAY, 14 NOV 2011
Accountants are partnering up with AXA and MLC to provide the Institute of Public Accountants' 6,300 public practice members with a financial services package. The move comes in response to planned FOFA reforms, which will remove accountants' exemption ...

ASFA recognises super industry's best marcomms campaigns

CLAIRE MCGREAL  |  WEDNESDAY, 9 NOV 2011
The superannuation industry's best marketing and communications campaigns were honoured this morning at the ASFA 2011 Communications Awards presentation in Brisbane. The big winner was HOSTPLUS which scooped the pool, taking out four of the nine awards ...

WHK appoints Mercer, Macquarie Private Wealth

ELISE BURGESS  |  TUESDAY, 8 NOV 2011
Large accountancy firm, WHK, has appointed Mercer and Macquarie Private Wealth to provide research and execution support to the $6 billion firm while a new head of research was also named. As a result of an extensive market review, WHK appointed Mercer ...

Private equity activity improves: research

CLAIRE MCGREAL  |  FRIDAY, 4 NOV 2011
Private equity and venture capital fund managers have invested record highs in Australian companies in the past three years according to the Australian Private Equity and Venture Capital Association. The annual report into the primary activities of ...

MacMillan wins AFA Adviser of the Year

ELISE BURGESS  |  WEDNESDAY, 26 OCT 2011
West Australian financial planner, Troy MacMillan, has taken out the top gong at the Association of Financial Advisers (AFA) annual conference and been named Adviser of the Year for 2011. The award, sponsored by Zurich Financial Services Australia ...

Unlocking the door to adviser education

RACHEL DAVIS  |  TUESDAY, 25 OCT 2011
Jordan Hawke, executive general manager of Asteron announced the winner of the AFA Excellence in Education Award yesterday and said he was "blown away" by the calibre of nominees and how they transferred their educational skill sets to their communities. ...

La Trobe earns mortgage ratings boost

MATT WOODINGTON  |  FRIDAY, 7 OCT 2011
La Trobe's Pooled Mortgages Option (PMO), which sits within its Australian mortgage fund, has been awarded a 'Recommended' rating by Zenith Investment Partners. The PMO option was described by Zenith as having "excellent" long-term performance and also ...

Equity based strategies hedge fund winners

RACHEL DAVIS  |  FRIDAY, 16 SEP 2011
Regal was awarded Australian Hedge Fund of the Year at the annual Cure Our Kids Australian Hedge Fund Awards. Bennelong and Macquarie lost out on the top spot, with equity-based strategies dominating the talent field. Regal Tasman Market Neutral Fund ...

Commonwealth Superannuation Corporation appoints CEO

RACHEL DAVIS  |  THURSDAY, 15 SEP 2011
The Commonwealth Superannuation Corporation has appointed Peter Carrigy-Ryan as its new chief executive officer. "This appointment follows a structured process involving an executive search agency, national advertising and consideration of some excellent ...