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Showing 371 - 380 of 653 results for "Excellence"

AFA Adviser of the Year finalists announced

ALEX BURKE  |  WEDNESDAY, 14 SEP 2016
... Financial Advisers and Zurich have announced the finalists for AFA Adviser and Practice of the Year, and the Female Excellence in Advice Award. The potential advisers of the year are Darren Johns from Align Financial, Jason Peterson from 5 Financial ...

Rice Warner strengthens team

DARREN SNYDER  |  TUESDAY, 13 SEP 2016
... consulting team with her vast knowledge in the life insurance space, "and will no doubt maintain our reputation for excellence, independence and thought leadership." Rice Warner provided consulting, research and technology solutions to financial services ...

AB to acquire hedge fund manager

ALEX BURKE  |  MONDAY, 5 SEP 2016
... solutions-oriented, accountable and client-focused." Davies said he was "very excited to join AB, a firm with a history of research excellence, and impressive global distribution capabilities and robust infrastructure that will enhance our ability to ...

International pension research network established

DARREN SNYDER  |  TUESDAY, 9 AUG 2016
... high-quality social science studies on pensions, ageing and retirement. The network, which includes Australia's Centre for Excellence in Population Ageing Research (CEPAR) as a founding member, was launched at a conference in Paris in June. To be known ...

Infocus appoints new director

ALEX BURKE  |  TUESDAY, 9 AUG 2016
... Partners. He is also a non-executive director at Coolabah Capital Investments and a member of Enlighten Operational Excellence's advisory board. Previously, he was chief executive of Transfield, managing director at Gresham Private Equity and head of ...

Fee and return disclosures influence retirement choice

DARREN SNYDER  |  THURSDAY, 14 JUL 2016
... choices, particularly focusing on fee and return disclosures. In a working paper recently published by the Centre of Excellence in Population Ageing Research (CEPAR), several academics have dissected member reactions to retirement plan information focused ...

Industry fund appoints new CSO

DARREN SNYDER  |  FRIDAY, 8 JUL 2016
... solicitor, is a graduate of the Australian Institute of Company Directors and has achieved a Certificate of Business Excellence from the Haas School of Business, U.C. Berkeley. Mine Wealth + Wellbeing has more than $9.4 billion in funds under management ...

FPA National Roadshow emphasises value of advice

KERRIE SYDEE  |  WEDNESDAY, 29 JUN 2016
... means providing practical guidance, as well as theory. As such, we have developed a new guidance booklet 'Delivering excellence: Further advice solutions for a superior client experience', to help financial planners find opportunities to improve engagement ...

Industry leaders in sales and marketing recognised at MAX Awards

MARK SMITH  |  FRIDAY, 24 JUN 2016
Awards honour modern marketing, advertising and sales excellence (MAX) in 18 categories including Marketer of the Year, Sales Executive of the Year, and Product Launch of the Year. Now in its 21st year, the annual MAX Awards recognise Australia's leading ...

Female planner tops CFP program

KERRIE SYDEE  |  WEDNESDAY, 22 JUN 2016
... Certification Program and her dedication to providing quality financial advice exemplifies the professionalism and excellence that we encourage all planners to strive towards." The next Gwen Fletcher Memorial Award winner will be announced at the FPA ...