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Showing 671 - 680 of 1617 results for "Excel"

SuperConcepts names new technology lead

KANIKA SOOD  |  WEDNESDAY, 17 OCT 2018
SuperConcepts appointed a new chief technology officer, replacing the founder of its SuperMate offering. Currently executive manager of software development, Brad Ackermann will step into the role on 2 January 2019. He takes the title as Kurt Groeneveld ...

Super funds excel in reporting obligation

KARREN VERGARA  |  TUESDAY, 16 OCT 2018
Nearly all large superannuation funds are fulfilling reporting obligations to a "high standard," the ATO's latest diagnostic reports show. In its fourth year running, the 2017 Risk Differentiation Framework (RDF) report found APRA-regulated funds successfully ...

Temenos scores digital transformation mandate

KARREN VERGARA  |  TUESDAY, 16 OCT 2018
Software firm Temenos scored a deal with an Australian financial services firm with $1.7 billion of funds under management. Uniting Financial Services (UFS) will use Temenos' T24 core banking, analytics, financial crime mitigation and risk and compliance ...

Adviser, Practice of the Year named

JAMIE WILLIAMSON  |  SATURDAY, 13 OCT 2018
The AFA Adviser and Practice of the Year have been announced at a gala dinner on the Gold Coast. As is tradition, the Association of Financial Advisers capped off its annual National Adviser Conference with the presentation of its most highly coveted ...

Female excellence in advice title awarded

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
A West Australian financial adviser was awarded the Association of Financial Advisers/TAL Female Excellence in Advice Award for 2018. Mt. Pleasant-based Donna Lee Powell was recognised for her work with women facing life-changing events. Commencing ...

Can Hollywood turn advice mainstream?

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
Call it the George Clooney effect. Motivational speaker Geoff Ramm told delegates at the AFA Conference that one way they can fend off competition is to treat each and every client as if they were a celebrity. The UK-based founder of OMG Marketing & ...

Education excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 11 OCT 2018
The Association of Financial Advisers named the recipient of the 2018 Excellence in Education Award. Felicity Cooper of Queensland-based Cooper Wealth Management has been recognised for her commitment to professional development via continuing education ...

MetLife scores group insurance mandate

KARREN VERGARA  |  TUESDAY, 9 OCT 2018
MetLife has won a group insurance mandate from an $8.8 billion superannuation fund. Tasplan appointed MetLife to deliver insurance offerings to its 145,000 members, replacing incumbent group insurer CommInsure. Tasplan chief operations officer Nick ...

FPA award finalists named

JAMIE WILLIAMSON  |  THURSDAY, 4 OCT 2018
The Financial Planning Association of Australia announced the 2018 finalists for its suite of awards, to be presented at its annual Professionals Congress in November. Vying for the title of FPA Certified Financial Planner Professional of the Year is ...

Financial advice as charitable giving

JAMIE WILLIAMSON  |  MONDAY, 1 OCT 2018
A new financial advice firm operating as a charity is changing the lives of low income earners in Western Australia. Registered with the Australian Charities and Not-For-Profit Commission, Leda Financial Advice was founded by financial adviser Michael ...