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Showing 1451 - 1460 of 1654 results for "Excel"

Challenger FP model pays dividends

Eight months after a business restructure, Challenger Financial Planning chief executive Greg Kirk said the group's new business model has worked wonders. Only a couple of years ago Challenger's financial planning business was trailing behind its rivals. ...

Schroders appoints new equities specialist

CHRIS NICHOLLS  |  WEDNESDAY, 3 OCT 2007
Schroders has appointed former Fidelity executive Oliver Trusler as investment specialist - equities to help deliver a range of new products across Australian and global equity funds. The newly created role parallels the investment specialist - fixed ...

AMPFP appoints new product director

CHRIS NICHOLLS  |  TUESDAY, 2 OCT 2007
AMP Financial Services (AMPFS) has appointed Paul Sainsbury, currently chief operating officer for financial planning, advice and services, as director of product manufacturing, replacing Craig Meller, who has been promoted to managing director of financial ...

AUSCOAL mines long term returns

The chief executive of top-performing super fund AUSCOAL has defended the fund's fixed income strategy and urged members to keep their eyes on the long term benefits of the fund's investment approach. "While AUSCOAL's Bond Fund's strategy was ranked ...

Market Wrap - Midday

AAP  |  WEDNESDAY, 5 SEP 2007
The Australian sharemarket was in positive territory at noon, fuelled by a solid lead from Wall Street overnight and Australia's strong gross domestic product figures released yesterday. At 1200 AEST, the benchmark S&P/ASX200 index had risen 21.8 points ...

ASFA awards Who's Who

ARIA, Sunsuper and Plum Financial were among the winners at this year's ASFA Communications Awards held in Melbourne last night. The ASFA (Association of Superannuation Funds of Australia) Communications Awards was designed to help raise the overall ...

Property portfolio changes at EISS, ISPT

ALEX DUNNIN  |  THURSDAY, 30 AUG 2007
The Energy Industries Superannuation Scheme (EISS) and the Industry Superannuation Property Trust (ISPT) are making key changes to their property portfolio. The industry super fund property manager ISPT has added two US assets in California and North ...

Dazza is a dud: FPA survey

CHRIS NICHOLLS  |  TUESDAY, 28 AUG 2007
Despite initial claims of success with consumers, almost two-thirds of Financial Planning Association (FPA) members believe the Value of Advice 'Dazza' advertising campaign has been a flop. First aired on national TV in October 2005, and backed up by ...

Centric buys PKF

CHRIS NICHOLLS  |  MONDAY, 27 AUG 2007
Centric Wealth has made its final pre-listing acquisition, purchasing planner group PKF Financial Services. The company conducts PKF's financial planning business in Sydney and Brisbane and has approximately $400 million in assets under advice across ...

Labor supports financial services export push

CHRIS NICHOLLS  |  MONDAY, 27 AUG 2007
The Shadow Minister for Trade and Regional Development, Simon Crean, has announced the Labor party's support for the Investment and Financial Services Association (IFSA) May discussion paper on exporting Australia's financial services. Speaking at an ...