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Showing 501 - 510 of 1653 results for "Excel"

Pandemic spurs advice, insurance rethink

KARREN VERGARA  |  WEDNESDAY, 21 APR 2021
The COVID-19 pandemic has forced many Australians to review their life insurance cover and seek the help of a financial adviser. This is according to the annual MetLife Adviser-Client Relationship Report, which reveals that over 40% of the participants ...

Citi to exit consumer banking in Australia

ELIZABETH MCARTHUR  |  FRIDAY, 16 APR 2021
Citigroup's quarterly results included news the banking giant is undertaking a strategic overhaul of its global consumer banking division. This will mean Citi is exiting consumer banking entirely in a number of markets including Australia. China, India ...

Praemium FUA up, opens Edinburgh office

ANNABELLE DICKSON  |  THURSDAY, 15 APR 2021
The platform has recorded increased funds under administration (FUA) of $37.9 billion as it expands its presence in the UK with the opening of an office in Edinburgh, Scotland. For the March quarter, Praemium recorded an 11% increase in FUA, and a 96% ...

Yarra completes acquisition

KARREN VERGARA  |  MONDAY, 12 APR 2021
Yarra Capital Management has completed the acquisition of Nikko Asset Management's Australian business, which was announced on March 2. Yarra will soon revive Nikko AM's former name Tyndall Investment Management, which was removed in September 2014 ...

Alceon merges real estate unit

KARREN VERGARA  |  MONDAY, 12 APR 2021
Alceon Group is merging its real estate investments business with a boutique fund manager that will lift assets under management to $2.5 billion. Alceon and Freehold Investment Management will combine their real estate funds management businesses. The ...

Integrity names distribution GM

KARREN VERGARA  |  THURSDAY, 25 MAR 2021
Integrity Life has appointed a general manager of distribution and marketing who joins from MLC Life. Russell Hannah will take up the newly created role at the Sydney-based firm in early June, which brings together the distribution and marketing functions. ...

Zenith acquires asset allocation specialist

ELIZABETH MCARTHUR  |  TUESDAY, 16 MAR 2021
Research house and investment consultant firm Zenith Investment Partners has acquired an asset allocation specialist. Zenith acquired Heuristic Investment Systems from its management on March 15. The Heuristics team will join Zenith Investment Partners ...

Janus Henderson appoints global client experience head

KANIKA SOOD  |  TUESDAY, 9 MAR 2021
ASX-listed Janus Henderson Group has appointed a global head of client experience. Andrew Morrison will report to Janus Henderson's global distribution chief operating officer John Groneman. Morrison joins from Aviva Investors where he was the head ...

MLC Life appoints retail general manager

KANIKA SOOD  |  MONDAY, 8 MAR 2021
... this iconic Australian life insurer, which is soon poised to leverage its significant investment in technology in order to excel in servicing licensees and advisers. I'm looking forward to leading the distribution and adviser servicing team," Downey ...

Yarra Capital acquires Nikko AM Australian business

ELIZA BAVIN  |  TUESDAY, 2 MAR 2021
Yarra Capital and Nikko Asset Management announced that they have entered into a binding agreement through which Yarra will acquire Nikko AM's Australian business and bring back the Tyndall name. Under the terms of the agreement, Yarra will assume ...