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Showing 521 - 530 of 1616 results for "Excel"

Portfolio insurance provides strong protection: Research

ELIZA BAVIN  |  THURSDAY, 17 SEP 2020
Australians need to consider more sustainable income flows as a future investment objective or risk not having adequate retirement savings, according to research from the Centre for Excellence in Population Ageing Research (CEPAR). CEPAR senior research ...

VFMC director nabs global role

ALLY SELBY  |  TUESDAY, 15 SEP 2020
The CFA Institute has appointed a chair and vice chair to its board of governors, the latter being an industry veteran with more than 30 years' experience across funds management and superannuation. Maria Wilton will now serve as the global association's ...

AZ NGA makes acquisition

ELIZABETH MCARTHUR  |  WEDNESDAY, 9 SEP 2020
AZ NGA has acquired a wealth management firm in Melbourne as it signals plans to expand in Victoria. AZ NGA made a strategic investment in Matthews Steer Accountants and Advisors, a firm established in 1990 with six partners and 50 staff. "In Melbourne's ...

BNY Mellon expands to Asia Pacific

KARREN VERGARA  |  WEDNESDAY, 2 SEP 2020
A US$2 trillion fund manager is expanding to Taiwan and appointed a lead to drive its strategy in the Asia Pacific. BNY Mellon Investment Management announced Rebecca Chu will spearhead the firm's growth as head of Taiwan, focusing on local clients ...

Australian Ethical benefits from seismic cultural shift

ALLY SELBY  |  WEDNESDAY, 26 AUG 2020
Australian Ethical has seen almost 10,000 new members invest in its super and managed funds offerings in the past financial year, while institutional players - including other super funds - have also been knocking at the door. "We are fielding calls ...

Zurich rejigs operations team

KARREN VERGARA  |  MONDAY, 24 AUG 2020
Zurich Life & Investments has made a series of leadership changes across its operations team, taking the next steps to integrate with OnePath. Tina Beilby has moved to the newly-created role of head of operations, integration. Beilby is now responsible ...

CBA profit takes hit, dividend cut

ELIZA BAVIN  |  WEDNESDAY, 12 AUG 2020
The Commonwealth Bank has announced an 11.3% profit hit due to the effects of the COVID-19 pandemic and slashed its dividend by 31%. The bank announced its FY20 results, saying it reflects the impact of COVID-19 on its customers and the economy, adding ...

Advice firm awarded international certification

ELIZABETH MCARTHUR  |  MONDAY, 10 AUG 2020
Shadforth Financial Group has achieved the international fiduciary certification following an assessment by the Centre for Fiduciary Excellence. Shadforth is now one of just seven Australian advice firms to have the certification. "Advice relationships ...

First company lists on Sydney Stock Exchange

ELIZABETH MCARTHUR  |  FRIDAY, 7 AUG 2020
Junior gold miner Torque Metals has become the first company to list on the Sydney Stock Exchange. Sydney Stock Exchange chief executive Michael Go said the listing was the first under the exchange's new strategy and that several more companies were ...

Vanguard funds downgraded by Morningstar

KANIKA SOOD  |  WEDNESDAY, 5 AUG 2020
Four Vanguard funds totaling $17 billion in funds under management had their ratings slashed at Morningstar this week, as they had their first review under the ratings house's new methodology. The Vanguard Growth Index Fund ($5.6 billion), the Vanguard ...