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Showing 681 - 690 of 1617 results for "Excel"

Pinnacle launches new affiliate

KARREN VERGARA  |  FRIDAY, 28 SEP 2018
Pinnacle Investment Management will launch a multi-asset affiliate with the help of a former Schroders portfolio manager. Pinnacle entered into an agreement to establish Longwave Capital Partners, an Australian equities investment management affiliate ...

Zervides elected president of IPA Victoria

JAMIE WILLIAMSON  |  MONDAY, 3 SEP 2018
... foundation for business success... With so much static and background noise - the best accounting businesses will be those that excel in delivering outstanding, memorable customer experiences," Zervides said.

Industry fund cuts admin fee

KANIKA SOOD  |  THURSDAY, 30 AUG 2018
A $72 billion industry superannuation fund is cutting its administration fee for lower-balance accounts - a change which affects one-quarter of its members. UniSuper members with account balances lower than $4800 will now pay 2% of the account balance ...

CFA Australia names first chief executive

KARREN VERGARA  |  TUESDAY, 28 AUG 2018
CFA Societies Australia appointed its first national chief executive in an effort to boost engagement with members and the investment industry. Lisa Carroll will focus on delivering greater member value and supporting the growth and recognition of the ...

HNW advice firm adds new role

JAMIE WILLIAMSON  |  MONDAY, 27 AUG 2018
A former JP Morgan executive director joined a boutique private wealth firm in a newly-created role. Lipman Burgon & Partners has appointed Alex Pikoulas as portfolio manager within the firm's new investment Centre of Excellence. Bringing more than ...

Industry fund and Lendlease strike $1.4bn property deal

DARREN SNYDER  |  THURSDAY, 23 AUG 2018
An industry superannuation fund which manages about $90 billion in assets is partnering with Lendlease to fund an investment vehicle that will build and develop multifamily housing in the US. First State Super and Lendlease have committed US$1 billion ...

AI to transform financial services: Deloitte

HARRISON WORLEY  |  TUESDAY, 21 AUG 2018
Artificial intelligence (AI) is set to transform the realities of financial institutions, according to a new research report. According to Deloitte and the World Economic Forum, AI will radically change front and back-office operations, and create major ...

Former Magellan executive appointed to Contango board

KANIKA SOOD  |  FRIDAY, 17 AUG 2018
Contango Asset Management has snapped up a former Magellan C-suite executive as an independent director. Nerida Campbell is joining Contango Asset Management's board as an independent non-executive director. She held key executive roles at the Hamish ...

Female Excellence in Advice finalists announced

DARREN SNYDER  |  THURSDAY, 16 AUG 2018
As the Association of Financial Advisers National Conference nears, the finalists for its 2018 Female Excellence in Advice Award were named this week. More than 370 nominations and 44 applications were received for this year's award, a record number ...

TAL appoints customer operations lead

KANIKA SOOD  |  WEDNESDAY, 15 AUG 2018
TAL has appointed a new head for its customer operations and underwriting, filling the vacancy created when the former lead moved to MetLife. Moving into TAL as general manager, customer operations and underwriting is Matt Paterson. He has 15 years' ...