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Showing 161 - 170 of 1654 results for "Excel"

ASIC, ASFA spar over super fund trustees 'not knowing' their business

ANDREW MCKEAN  |  THURSDAY, 13 MAR 2025
ASIC chair Joe Longo has torched the superannuation sector, branding it the "poster child" for what can and does go wrong when governance implodes, while accusing directors of "not knowing" their business. In a speech at the Australian Institute of ...

Family office appoints inaugural chief executive

JAMIE WILLIAMSON  |  TUESDAY, 11 MAR 2025
Coaxial, the family office of Nicola Forrest, has welcomed its first chief executive. Current UBank chief executive Philippa Watson has been appointed by Forrest to lead her family office and philanthropic venture, founded in 2023. Through Coaxial ...

Northern Trust lands another mandate

ELIZA BAVIN  |  WEDNESDAY, 26 FEB 2025
Northern Trust has been selected to provide global custody and valuation reporting services for Generation Life. With the new remit, Northern Trust will provide support to $1.5 billion ( as of 31 January 2025 ) of Generation Life's portfolio assets ...

Platinum rolls out major leadership reshuffle

ELIZA BAVIN  |  WEDNESDAY, 26 FEB 2025
Platinum Asset Management has unleashed a major reshuffle of its leadership team as it continues to focus on turnaround plans. In February 2024, Platinum announced a comprehensive turnaround program under the leadership of chief executive Jeff Peters. ...

SMSF Association names annual award winners

MATTHEW WAI  |  FRIDAY, 21 FEB 2025
SMSF Association (SMSFA) has recognised four of its members at the 2025 SMSF National Conference, citing their excellence in self-managed superannuation and their contribution to the sector. The 2024 CEO Award was posthumously awarded to former Foxton ...

Magellan sees profit fall 10%

ELIZA BAVIN  |  THURSDAY, 20 FEB 2025
Magellan Financial Group (MFG) saw net profit down 10% to $94 million in the half year to 31 December 2024. Assets under management remained steady at $38.6 billon, and performance fees rose slightly from $6 million to $6.1 million. Magellan declared ...

Centaur goes self-licensed, appoints former dealer group head

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
Financial planning firm Centaur Financial Services has moved to its own AFSL and made a key hire in the process. Since 2015, Centaur has operated under a co-op licence with RFS Advice, Evalesco, and Guide Financial to reduce costs. However, Centaur ...

Reach Alts hires private wealth lead

JAMIE WILLIAMSON  |  THURSDAY, 13 FEB 2025
The HUB24-backed private equity firm appointed a head of private wealth from Aviva Investors. Divyesh Bhana is joining the firm in the new role, coming across from Aviva Investors where he spent the last seven years. He brings over 25 years' experience ...

EQT awarded two new mandates

ELIZA BAVIN  |  TUESDAY, 11 FEB 2025
Equity Trustees (EQT) has been awarded two fresh mandates to act as responsible entity for both Realm Investment House and MA Financial. MA Financial Group partnered with EQT as the responsible entity and custodian for its newly launched MA Credit Income ...

MLC Life names chief risk officer

JAMIE WILLIAMSON  |  MONDAY, 10 FEB 2025
Melissa Ammon is taking over as MLC Life Insurance's chief risk officer on a permanent basis. Ammon has been acting in the role since September 2024 when Jane McGovern was appointed chief customer and strategy officer. She first joined MLC Life in 2024 ...