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Showing 291 - 300 of 653 results for "Excellence"

CFA Australia names first chief executive

KARREN VERGARA  |  TUESDAY, 28 AUG 2018
... more broadly, and to build on our mission of promoting the highest standards of ethics, education and professional excellence across the financial services industry," Suntharam added. Carroll commences her new role on 24 September 2018, and will be supported ...

HNW advice firm adds new role

JAMIE WILLIAMSON  |  MONDAY, 27 AUG 2018
... Lipman Burgon & Partners has appointed Alex Pikoulas as portfolio manager within the firm's new investment Centre of Excellence. Bringing more than 20 years' experience, Pikoulas joined from JP Morgan where he was working in equity sales with a focus ...

AI to transform financial services: Deloitte

HARRISON WORLEY  |  TUESDAY, 21 AUG 2018
... functions enhanced with AI would see institutions outsource much of their capabilities, while turning their centres of excellence into services. "There is also a new battlefield for customer loyalty, with past methods of differentiation between financial ...

Female Excellence in Advice finalists announced

DARREN SNYDER  |  THURSDAY, 16 AUG 2018
As the Association of Financial Advisers National Conference nears, the finalists for its 2018 Female Excellence in Advice Award were named this week. More than 370 nominations and 44 applications were received for this year's award, a record number ...

First on the block: CBA to develop blockchain bond

HARRISON WORLEY  |  FRIDAY, 10 AUG 2018
... and Sydney, respectively. The platform was designed and developed by the CBA innovation lab's blockchain centre of excellence. CBA international executive general manager of institutional banking and markets James Wall said the bank took a collaborative ...

IMAP awards managed accounts excellence

KARREN VERGARA  |  THURSDAY, 2 AUG 2018
The Institute of Managed Account Professionals recognised the best investment managers, licensees and providers facilitating the rapid growth of the industry at its inaugural awards ceremony last night. Held at Sydney's Dockside at Cockle Bay Wharf ...

Financial services employees face ongoing stress at work

HARRISON WORLEY  |  WEDNESDAY, 11 JUL 2018
... on, because if you don't look after yourself first, then you can't look out for anyone else." AFA 2017 Female Excellence in Advice winner and Wellthy chief executive Lea Schodel says that in order to help others, advisers need to first focus ...

IMAP to recognise managed accounts excellence

JAMIE WILLIAMSON  |  TUESDAY, 10 JUL 2018
The Institute of Managed Account Professionals has named the finalists for its 2018 Managed Account Awards. The awards recognise operators in the managed accounts space covering both single-sector asset classes and multi-asset class offerings, comprising ...

QIC continues US expansion

HARRISON WORLEY  |  FRIDAY, 22 JUN 2018
... Leonie's expertise at QIC already - I am certain that the experience she brings to bear will ensure we continue to bring excellence to our clients," Frawley said. "We had several very strong internal candidates apply for this role - testament to the ...

Industry leaders in sales and marketing recognised at MAX Awards

STAFF WRITER  |  FRIDAY, 15 JUN 2018
More than 300 guests attended last night's 2018 Financial Standard Marketing, Advertising & Sales (MAX) Excellence Awards, which recognised the outstanding achievements in marketing, sales and business development by an individual, team or organisation ...