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Showing 561 - 570 of 1617 results for "Excel"

Fiducian grows adviser network

ELIZA BAVIN  |  WEDNESDAY, 8 APR 2020
Fiducian Financial Services has added three new advisers to its national financial planning network, taking its total to 74. The company said it has continued to grow, opening two new franchises at the end of 2019 with three more set to open this month. ...

Janus Henderson announces equity team changes

ELIZA BAVIN  |  THURSDAY, 2 APR 2020
Janus Henderson has announced the appointment of a new director of centralised equity research. Matthew Peron will take on the role effective April 13 and will be based in the US. Peron will oversee the firm's centralised equity research function and ...

William Buck boosts private wealth office

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2020
Accounting and advisory firm William Buck has announced a new appointment to its South Australian private office wealth team. Andrew Bradley has been appointed to the role of private office senior advisor at the firm. William Buck SA managing director ...

Zenith boosts Mosaic offering

HARRISON WORLEY  |  MONDAY, 16 MAR 2020
... filter before their eyes and update in real time. Advisers will have the option of exporting Analyse's date to Microsoft Excel, so that they can manage that data in the most relevant way. Zenith confirmed it would not retire the "old" adviser portal ...

PIMCO to manage Allianz Real Estate portfolios

KANIKA SOOD  |  FRIDAY, 13 MAR 2020
The fixed income juggernaut will take over management and oversight of the Allianz Real Estate's $125 billion portfolio, bringing it under its private strategies lineup. PIMCO is owned by Allianz Group and the two have agreed to transition the oversight ...

Small administrator eyes large funds

HARRISON WORLEY  |  MONDAY, 9 MAR 2020
Brisbane-based superannuation administrator IFAA is ready to broaden its focus beyond the mostly small and medium super funds it typically serves, as the addition of a new shareholder bolsters the firm. Almost half of the equity in Brisbane-based superannuation ...

EQT bolsters board

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
Equity Trustees has appointed an award-winning women's advocate and current RBA director to its board. Carol Schwartz has joined EQT's board as a non-executive director. Schwartz is currently a non-executive director on the boards of the Reserve ...

Link's superannuation arm takes a hit

HARRISON WORLEY  |  THURSDAY, 27 FEB 2020
Link's retirement and superannuation solutions business took a hit in the first half of the year, as client losses and regulatory reforms impacted the segment. Reporting its half yearly results to the market today, administration and services giant ...

GAM profits fall 92%, management team overhauled

JAMIE WILLIAMSON  |  FRIDAY, 21 FEB 2020
GAM has reported an underlying full-year profit before taxes of just $16 million, announcing an overhaul of its group management team after what was a tumultuous year for the beleaguered Swiss manager. Announcing its full-year 2019 results overnight ...

Investment Manager of the Year named

JAMIE WILLIAMSON  |  WEDNESDAY, 19 FEB 2020
The third annual Financial Standard Investment Leadership Awards were held in Sydney overnight, celebrating excellence in Australia's investment management industry. Macquarie Investment Management took out the title of Investment Manager of the ...