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Showing 731 - 740 of 1654 results for "Excel"

IMAP awards managed accounts excellence

KARREN VERGARA  |  THURSDAY, 2 AUG 2018
The Institute of Managed Account Professionals recognised the best investment managers, licensees and providers facilitating the rapid growth of the industry at its inaugural awards ceremony last night. Held at Sydney's Dockside at Cockle Bay Wharf ...

Mis-selling super a win for consumers

JAMIE WILLIAMSON  |  THURSDAY, 2 AUG 2018
An advocacy body for superannuation fund members established in 2013 will finally become fully operational thanks to $2.5 million in penalties paid by CBA and ANZ for the mis-selling of super products. The Superannuation Consumers' Centre will receive ...

Global fund manager expands Australian operations

KARREN VERGARA  |  THURSDAY, 2 AUG 2018
Global investment manager Research Affiliates is growing its Australian footprint by appointing a partner to its Melbourne office. Mike Aked takes the role of partner and director of research for Australia, tasked with identifying new growth opportunities ...

Advice dealer group appoints executive

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JUL 2018
A boutique financial advice dealer group welcomed a new executive to its leadership to spearhead acquisitions. Fitzpatricks Group has appointed a new chief financial and chief operating officer in Jodie Blackledge. Blackledge joins from ASX-listed firm ...

Financial services employees face ongoing stress at work

HARRISON WORLEY  |  WEDNESDAY, 11 JUL 2018
Latest research from SuperFriend shows about half of financial services employees face ongoing stress at work. According to the mental health organisation's annual Indicators of a Thriving Workplace survey, 47% of financial services employees are ...

Government cuts SMSF red tape

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
The move by the Turnbull Government to release a discussion paper to change the annual audit cycle for some self-managed superannuation funds to three years has been welcomed by the SMSF Association. Minister for Revenue and Financial Services Kelly ...

IMAP to recognise managed accounts excellence

JAMIE WILLIAMSON  |  TUESDAY, 10 JUL 2018
The Institute of Managed Account Professionals has named the finalists for its 2018 Managed Account Awards. The awards recognise operators in the managed accounts space covering both single-sector asset classes and multi-asset class offerings, comprising ...

Chief economist update: Fed funds at five point O

BENJAMIN ONG  |  TUESDAY, 10 JUL 2018
The absence of fresh threat tweets from the US president has allowed me to take a fresh look at the US non-farm payrolls report released over the weekend. It was good. Nah, it was excellent, the stuff of every central bank's dream. US non-farm payrolls ...

Centrepoint bumps up advice litigation provision

KARREN VERGARA  |  MONDAY, 2 JUL 2018
Centrepoint Alliance flagged an increase in advice litigated claims is on the horizon for its subsidiary Professional Investment Services (PIS), quantifying the amount to be $2 million more than anticipated. Following its reassessment of PIS' legacy ...

Wealth firms merge for growth

JAMIE WILLIAMSON  |  MONDAY, 2 JUL 2018
The merger of two Melbourne-based financial services firms has seen the creation of a multi-disciplinary wealth management business. Morrows and MSI Ragg Weir have entered into a strategic merger, with all MSI Ragg Weir employees offered roles within ...