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Showing 621 - 630 of 1617 results for "Excel"

Excellence in managed accounts recognised

HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
The Institute of Managed Account Professionals (IMAP) celebrated excellence in managed accounts at the IMAP Managed Account Awards in Sydney last night. Seven organisations were highlighted for their commitment to the sector, across various categories ...

Self-licensing trend boosts ClearView offering

ELIZABETH MCARTHUR  |  TUESDAY, 25 JUN 2019
ClearView's LaVista Licensee Solutions has had a boost to its books thanks to the increase in self-licensed financial advice practices seeking dealer services, such as back-office infrastructure and support. Now NSW-based practice Macaplan Financial ...

MAX awards recognise industry excellence

HARRISON WORLEY  |  FRIDAY, 14 JUN 2019
More than 280 guests attended the 2019 Financial Standard Marketing, Advertising and Sales Excellence (MAX) Awards in Sydney last night, to recognise individuals and organisations in the wealth management industry. In its 24th year, the MAX Awards demonstrated ...

Superannuation fund tweaks fees

KARREN VERGARA  |  THURSDAY, 13 JUN 2019
Christian Super, the $1.5 billion superannuation fund, will be making changes to its fee structures following a comprehensive review. As part of the new Protecting Your Super legislative requirements effective July 1, the fixed administration fee will ...

Finnies showcase best in fintech

ELIZABETH MCARTHUR  |  THURSDAY, 13 JUN 2019
FinTech Australia announced the winners of the 2019 Finnies, showcasing innovation in financial technologies. AirWallex won three awards, including Biggest Raise of the Year for its $141 million capital raise. Afterpay took home two awards and was named ...

GAM names local institutional business director

KARREN VERGARA  |  TUESDAY, 11 JUN 2019
GAM Investments appointed a director for its institutional business in Australia who most recently held an executive role at Brookvine. Alison Wallis will be responsible for business development and servicing the local institutional market and deepening ...

Advisers losing female clients

ELIZABETH MCARTHUR  |  THURSDAY, 6 JUN 2019
Female financial advice clients aren't getting the support they need from financial advisers, putting client books at risk. Appearing at the Sydney leg of the Association of Financial Advisers' National Roadshow yesterday, financial adviser and 2018 ...

Sunsuper chief executive departs

KARREN VERGARA  |  FRIDAY, 31 MAY 2019
... fastest-growing top-10 fund in Australia with exceptional capability in member services and investments. It is positioned to excel in the future and I am enormously proud of all that we have achieved," Hartley said. He named transforming Sunsuper's ...

Managed Account Awards finalists revealed

ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
The Institute of Managed Account Professionals (IMAP) has announced the finalists of the 2019 Managed Account Awards. The awards cover single sector asset classes and multi-asset class programs with a range of risk profiles or other goal based objectives. ...

Industry fund appoints board director

KANIKA SOOD  |  MONDAY, 27 MAY 2019
A $3 billion industry superannuation fund has appointed to its board as a long-standing director retires after more than 25 years. Robyn Burns has joined the board of First Super. She will replace First Super veteran Allan Stewart who plans to stand ...