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Showing 651 - 660 of 1617 results for "Excel"

Royal Commission boosts platform provider

HARRISON WORLEY  |  TUESDAY, 26 FEB 2019
Another platform provider believes it's well positioned after the Royal Commission. Releasing its half-yearly results to the ASX today, HUB24 said it expects to benefit from Kenneth Hayne's suite of recommendations for improving the wealth management ...

SMSFA recognises member achievements

HARRISON WORLEY  |  MONDAY, 25 FEB 2019
The Self-Managed Super Fund Association recognised several distinguished participants in the SMSF community on the final day of its national conference. SuperConcepts' executive manager of SMSF technical services Mark Ellem picked up the SMSFA CEO Award ...

AMP Capital starts new team, appoints two leads

KANIKA SOOD  |  FRIDAY, 25 JAN 2019
AMP Capital has set up a new investment team aimed at large institutional investors, appointing two heads. The global direct investments team will oversee direct investments made alongside AMP Capital's infrastructure equity funds. AMP Capital has ...

Wells Fargo AM chief moves to BMO

OSKAH DUNNIN  |  THURSDAY, 24 JAN 2019
BMO Global Asset Management has appointed a new chief executive following the retirement of its current leader. Joining BMO Global Asset Management in March is Kristi Mitchem. She will replace Richard Wilson on March 18. Mitchem is the current chief ...

Aristotle enters Australian market

KARREN VERGARA  |  TUESDAY, 15 JAN 2019
Global investment manager Aristotle is entering the Australian market via a distribution agreement with Plus Capital Management. Third-party marketing business Plus Capital will focus on introducing Aristotle's global equity strategy to Australian ...

Engagement should be easier: Productivity Commission

HARRISON WORLEY  |  THURSDAY, 10 JAN 2019
The Productivity Commission's final report into the efficiency and competitiveness of superannuation blasted the system for making engagement harder for fund members. The Commission's final report took aim at the superannuation system and government ...

Multiforte founder takes AFA Inspire lead

HARRISON WORLEY  |  TUESDAY, 18 DEC 2018
The founder of boutique advice firm Multiforte Financial Services will lead the AFA's community of practice for women in advice. The AFA appointed Kate McCallum as the national chair of AFA Inspire, bringing the Multiforte co-chief executive's wealth ...

Ignition lifts off in Ireland

HARRISON WORLEY AND MICHELLE BALTAZAR  |  WEDNESDAY, 12 DEC 2018
An Australian wealth fintech launched a partnership with an international bank to provide millions of people with digital financial advice. Ignition Advice - formerly Ignition Wealth - partnered with the Bank of Ireland to launch Life Advice, a scalable ...

AIST awards innovative achievements

KARREN VERGARA  |  THURSDAY, 6 DEC 2018
The Australian Institute of Superannuation Trustees recognised excellence and innovation in communication and member engagement at its recent annual Awards for Excellence. UniSuper took out the Best Digital Award (over $40,000 spend) for a campaign ...

Australian philanthropist donates $100m to journalism

DARREN SNYDER  |  THURSDAY, 29 NOV 2018
Sydney will be home to a new journalism institute next year as part of a $100 million commitment to the profession from philanthropist Judith Neilson. The Judith Neilson Institute for Journalism and Ideas will encourage quality and evidence-based journalism ...