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Showing 1281 - 1290 of 1617 results for "Excel"

NTAA challenge planners to cut fees

ELISE BURGESS  |  TUESDAY, 19 OCT 2010
Full fee disclosure and an open discussion with clients are necessary to improve the credibility of the financial planning industry, according to a planning association. A newly established financial planning association yesterday said that the financial ...

Liquidnet signs deal with Instinet

RUTH LIEW  |  MONDAY, 27 SEP 2010
Liquidnet has formed a partnership with electronic trading provider Instinet to give Liquidnet clients access to the firm's buy side-only network through Newport 3 EMS. Lee Porter, head of Liquidnet Asia Pacific said the firm's connectivity with Instinet's ...

AMP gives $200m small cap mandate to UBS

JOHN MCDULING  |  THURSDAY, 23 SEP 2010
UBS Global Asset Management (UBS GAM) has won a $200 million plus Australian equity small companies mandate from AMP. AMP's use of an external manager for its Australian Small Companies Fund follows the departure of former senior portfolio manager Michael ...

Rainmaker unveils winners of the 2010 Marketing Excellence Awards

MICHELLE BALTAZAR  |  FRIDAY, 27 AUG 2010
AustralianSuper, Principal Global Investors and AMP were among the winners of last night's 16th Rainmaker Marketing Excellence Awards held at the Shangri-La in Sydney. More than 160 attendees, many of whom are sales and marketing specialists in financial ...

AMP makes super reading easy

RUTH LIEW  |  THURSDAY, 26 AUG 2010
AMP has designed a personalised Member Benefits Report that helps engage its members by allowing them to better understand their superannuation. The report will be sent to all 280,000 AMP CustomSuper and SignatureSuper members across direct and planner ...

Rainmaker unveils 2010 award nominees

ELISE BURGESS  |  MONDAY, 16 AUG 2010
The 16th Rainmaker Marketing Symposium is to be held within weeks and will see the gathering of leading minds across the financial industry, and will feature an awards night to recognise the best in financial services marketing. Professionals from all ...

AUSCOAL Super chief wins award

MICHELLE BALTAZAR  |  WEDNESDAY, 4 AUG 2010
Bruce Watson, the head of the super fund billed as one of the top 50 employers in Australia, was named the 2010 Fund Executive of the Year for his achievements in superannuation. The award was handed last night in a dinner reception by the Fund Executive ...

Overseas pensions shine in communications

MICHAEL HOBBS  |  TUESDAY, 27 JUL 2010
Super funds on the hunt for new strategies around advertising or communications should look to their US and European counterparts for inspiration, research shows. The Pension Communications Project 2010: Getting Personal, Excellent DC pensions communications ...

ASFA Awards recognise top comms strategies

MICHELLE BALTAZAR  |  MONDAY, 26 JUL 2010
This year super funds created some of the best and brightest communication strategies to come out of the industry in recent years, with the aim of reaching out to members without the super mumbo-jumbo. More than 150 attendees, mostly senior marketing ...

Commonwealth FP restructures, head departs

RUTH LIEW  |  WEDNESDAY, 21 JUL 2010
David Mackay, general manager of Commonwealth Financial Planning, is leaving the firm following an internal restructure. A spokesperson from Colonial First State confirmed that Mackay would be leaving his role while CFP transitions to a new business ...