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Showing 621 - 630 of 1653 results for "Excel"

AMP cuts ongoing advice agreements

ELIZABETH MCARTHUR  |  FRIDAY, 6 DEC 2019
AMP announced it will introduce annual agreements for clients who currently receive ongoing financial advice. During 2020, ongoing advice agreements will be phased out for all AMP-aligned and employed advice networks. "We have been considering the best ...

Sargon opens door to trustee tech

ELIZA BAVIN  |  TUESDAY, 3 DEC 2019
Sargon has announced its full-stack trustee technology will launch as a Software as a Service (SaaS) offering for superannuation trustees in Australia and New Zealand. The financial technology and infrastructure company said its Sargon Trustee Cloud ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
The Certified Financial Planner® Professional of the Year and FPA Professional Practice of the Year have been named at the 2019 FPA Professionals Congress in Melbourne. Presented at the Future2 Celebration at the St Kilda Sea Baths and now in their ...

Aviva restructures, plans new retirement focus

JAMIE WILLIAMSON  |  THURSDAY, 21 NOV 2019
... better. We will be more commercially focused, manage costs rigorously, and be more disciplined in how we invest." "We will excel at the basics, giving customers a simpler, faster and more convenient service. Getting these fundamentals right will result ...

Fee hike at government super fund

KANIKA SOOD  |  THURSDAY, 14 NOV 2019
A government superannuation fund has increased its admin fees for the first time in nine years. Super SA, which provides superannuation to 210,000 public sector employees in South Australia, has informed members of some schemes that their admin fees ...

Aberdeen Standard adds to fixed income team

ELIZA BAVIN  |  TUESDAY, 12 NOV 2019
Aberdeen Standard has strengthened its Australian fixed income team with the appointment of a new investment manager. Amanda Chong will take on the role after working with Susquehanna International Group in senior research roles for nearly 12-years. ...

Plato hires from Macquarie quant team

ELIZABETH MCARTHUR  |  FRIDAY, 8 NOV 2019
Investment analyst Charles Lowe will join Plato Investment Management as it continues to expand its research capabilities with a focus on long/short strategies. Lowe steps into the role of senior quantitative analyst. He has over 15 years' experience ...

Macquarie executive joins industry fund

JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2019
A $3 billion industry superannuation fund has added a new head of member experience from Macquarie Group. Club Plus Super has confirmed the appointment of Carolyn Tait to the lead member experience role, effective this week. The appointment follows ...

CBA finalises CommInsure sale

ELIZA BAVIN  |  FRIDAY, 1 NOV 2019
Commonwealth Bank has completed the divestment of its life insurance business to AIA Australia, which includes a 25-year joint co-operation agreement. After more than two years of negotiations, CBA said it has received an upfront payment of $500 million ...

ASIC nudges robo-adviser to shutter

ELIZABETH MCARTHUR  |  FRIDAY, 18 OCT 2019
A digital advice firm has voluntarily shut down two robo-advice tools after ASIC raised concerns. Lime FS, a Sydney-based Australian financial services licensee, was running corporate authorised representatives Plenty Wealth, Plenty Plus and Lime Wealth ...