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Showing 261 - 270 of 653 results for "Excellence"

Adviser of the Year finalists named

KRISTI CHENG  |  TUESDAY, 13 AUG 2019
... advisers" and finalists are judged on qualities of leadership, innovation, client-centricity and commitment to professional excellence. Zurich chief distribution officer, life & investments, Kristine Brooks, said this year's finalists are "an exemplary ...

AFA names Female Excellence finalists

KRISTI CHENG  |  MONDAY, 12 AUG 2019
Women who are standouts in their community contributions have come out on top in the 2019 Female Excellence in Advice Award (FEIA) finalists list. That's according to TAL general manager retail distribution Niall McConville, who said the finalists stood ...

Excellence in managed accounts recognised

HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
The Institute of Managed Account Professionals (IMAP) celebrated excellence in managed accounts at the IMAP Managed Account Awards in Sydney last night. Seven organisations were highlighted for their commitment to the sector, across various categories ...

MAX awards recognise industry excellence

HARRISON WORLEY  |  FRIDAY, 14 JUN 2019
More than 280 guests attended the 2019 Financial Standard Marketing, Advertising and Sales Excellence (MAX) Awards in Sydney last night, to recognise individuals and organisations in the wealth management industry. In its 24th year, the MAX Awards demonstrated ...

Finnies showcase best in fintech

ELIZABETH MCARTHUR  |  THURSDAY, 13 JUN 2019
... of the Year while Outstanding Fintech Leader of the Year went to Jack Zhang from AirWallex. Up Bank won two awards - Excellence in Industry Collaborations and Partnerships and Best Partnership of the Year. Meanwhile, Excellence in Wealth Management went ...

Advisers losing female clients

ELIZABETH MCARTHUR  |  THURSDAY, 6 JUN 2019
... Sydney leg of the Association of Financial Advisers' National Roadshow yesterday, financial adviser and 2018 AFA Female Excellence in Advice Award winner Donna Lee Powell shared how personal tragedy changed her professional attitude. Powell estimates ...

Northern Trust wins two mandates

KARREN VERGARA  |  MONDAY, 13 MAY 2019
... delivering asset services to leading investment managers, its global operating platform and the firm's demonstrable excellence in client service, made them an obvious choice. Northern Trust country executive for Australia Angelo Calvitto said as ...

MAX Awards 2019: Get voting

JAMIE WILLIAMSON  |  THURSDAY, 9 MAY 2019
... Awards have been named and voting is now open. Voting is now open for the annual MAX (Marketing, Advertising and Sales Excellence) Awards, recognising individuals, teams and organisations in the financial services industry excelling in the fields of ...

Finnies recognise wealth management disruptors

KARREN VERGARA  |  WEDNESDAY, 8 MAY 2019
... shortlist of FinTech Australia's third annual Finnie Awards. Spaceship, Raiz and Roll-it Super were named finalists in the Excellence in Wealth Management category. They join the likes of RateSetter, Pocketbook, Map My Plan, MyProsperity, Sharesight ...

Macquarie expands US funds management

KANIKA SOOD  |  FRIDAY, 12 APR 2019
... out as a leader that would be able to support our clients with its global platform and its commitment to investment excellence." "The Delaware Funds by Macquarie stand for high conviction, long-term strategies, and we are confident we've found the right ...