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Showing 541 - 550 of 1653 results for "Excel"

Synchron hires from MLC Life

ELIZA BAVIN  |  FRIDAY, 30 OCT 2020
Synchron has announced it hired a new state manager from MLC Life Insurance. Sarah Congdon has been appointed as Sychron's new Victorian state manager effective 30 October 2020. Congdon joins Synchron after 10 years as a business development manager ...

HUB24 to acquire Xplore, offloads Paragem

ELIZA BAVIN  |  WEDNESDAY, 28 OCT 2020
HUB24 announced a series of significant transactions, including plans to acquire Xplore Wealth and the sale of its financial advice business. Paying $60 million for Xplore, the platform provider said the proposed acquisition through a scheme of arrangement ...

FS Power50 revealed

STAFF WRITER  |  MONDAY, 26 OCT 2020
The 2020 FS Power50 has been named, recognising the 50 most influential financial advisers in Australia. A diverse group of advice professionals, the 2020 FS Power50 exemplify the best aspects of the advice industry and how it is set to change. The ...

AustralianSuper ratings slide at Morningstar

KANIKA SOOD  |  FRIDAY, 23 OCT 2020
AustralianSuper is the latest casualty in Morningstar's ratings rejig, as three options with nearly 86% of its total $180 billion slide to the lowest analyst rating of "bronze". The superannuation fund's $135 billion balanced option, $13.5 billion high ...

QInsure ramps up claims technology

KARREN VERGARA  |  THURSDAY, 22 OCT 2020
QSuper's insurance arm has upgraded its systems in an effort to streamline the claims management process. QInsure has moved from FINEOS's Claims system to the Claims SaaS edition on the Dublin-based firm's platform. The insurance claims ...

Wealth platform adds to board

KANIKA SOOD  |  TUESDAY, 20 OCT 2020
... private banking and wealth management distribution. As a highly respected professional in the banking industry he is sure to excel in his current role at Mortgage Choice," Stropro chief executive Anto Joseph said. "Stropro is a one-of-a-kind business ...

Neuberger Berman bolsters distribution team

ANNABELLE DICKSON  |  THURSDAY, 15 OCT 2020
The $523 billion investment manager has strengthened its intermediary distribution with the appointment of a Sydney-based relationship manager, intermediary distribution. Zac Wallis has over 13 years' experience in the investment management industry ...

Financial advice more important than ever: HUB24

ELIZA BAVIN  |  TUESDAY, 13 OCT 2020
HUB24 said financial advice is more important than ever as it posts record inflows and signs close to 30 new licensees in the September quarter. Staging a $260 million bounce back after it suffered from the impacts of COVID-19, funds under administration ...

Class launches new product

ANNABELLE DICKSON  |  TUESDAY, 13 OCT 2020
... average of three hours of administrative work and jobs could be processed in half the time after its research showed that Excel was used for trust administration. "As we have seen through our in-depth customer research, managing trusts is complex and ...

ASI names global head

ANNABELLE DICKSON  |  MONDAY, 12 OCT 2020
Aberdeen Standard Investments has named a former BlackRock executive to the newly created position of global head. Alex Hoctor-Duncan has been with ASI for two years as global sales director, prior to which he was at BlackRock for over 21 years, most ...