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Showing 601 - 610 of 1617 results for "Excel"

Morgans snaps up CommSec Advisory business

ELIZA BAVIN  |  TUESDAY, 24 SEP 2019
Morgans has acquired CommSec Advisory for an undisclosed sum, after winning a tender conducted by the Commonwealth Bank of Australia. There are about 18 financial advisers in the team who collectively manage around $4 billion on behalf of clients. Both ...

Research Affiliates strengthens Australian presence

KRISTI CHENG  |  TUESDAY, 17 SEP 2019
Research Affiliates has expanded its Australian team with the hire of a senior vice president, client strategies. Adam Willis has assumed the newly-created role of senior vice president, client strategies. He will be based in Sydney. Willis joins Research ...

Super funds recognised in UNPRI awards

KRISTI CHENG  |  WEDNESDAY, 11 SEP 2019
A number of Australian superannuation funds have been recognised for their responsible investing efforts by the UNPRI. The inaugural PRI Awards have been presented, highlighting individually excellent projects across the United Nations-backed Principles ...

Vote in the FS Power50 now

JAMIE WILLIAMSON  |  THURSDAY, 5 SEP 2019
Voting is now open for the 2019 FS Power50, compiling the most influential financial advisers in Australia. This year, Financial Standard received more than 430 nominations for the FS Power50 and the voting process has now launched with 103 advisers ...

Boutique to launch flagship fund

JAMIE WILLIAMSON  |  TUESDAY, 3 SEP 2019
... former IFM Investors investment director Adam Randall who told Financial Standard he and his team saw an opportunity to excel in the space. "There are very few really good small caps managers in Australia in the moment and those that are here are closed ...

Powerwrap posts strong first result

HARRISON WORLEY  |  TUESDAY, 3 SEP 2019
Powerwrap's first full year results as a listed company have exceeded the forecasts listed in its prospectus. The high net-worth platform provider excelled in a number of areas in its first full year results since listing, beating its prospectus forecasts ...

Adviser of the Year named

ELIZABETH MCARTHUR  |  THURSDAY, 29 AUG 2019
The AFA Adviser of the Year for 2019 has been crowned at a gala dinner in Adelaide overnight. The Association of Financial Advisers has awarded its highest honours, presenting the Adviser of the Year, Female Excellence in Advice, Excellence in Education ...

Nominees await top AFA honours

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
Standout financial advisers will be recognised with the presenting of the Association of Financial Advisers' annual suite of awards. The Adviser of the Year, Rising Star of the Year, Female Excellence in Advice and the Excellence in Education award ...

Wealth projection boosts super fund engagement

KARREN VERGARA  |  MONDAY, 19 AUG 2019
Superannuation funds that provide projected estimates to members about their nest egg will likely receive more contributions and increased engagement, new research suggests. The ARC Centre of Excellence in Population Ageing Research (CEPAR) studied ...

Industry expert to bolster Chi-X capabilities

ELIZABETH MCARTHUR  |  WEDNESDAY, 14 AUG 2019
Chi-X Australia has appointed an industry expert to the newly created position of director of technical account management. Peter Warton steps into the new role form his current position as head of market operations at Chi-X. Chi-X said the new role ...