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Showing 761 - 770 of 1617 results for "Excel"

Cbus expands senior investment team

EMMA RAPAPORT  |  WEDNESDAY, 6 DEC 2017
As part of expanding its in-house investment capability, a $41 billion industry super fund is welcoming three senior appointments to its investment team. Former head of portfolio management at NAB, Patricia Lindenboim, is joining Cbus as head of strategy ...

ANZ Wealth research boss departs for Mercer

ALEX BURKE  |  MONDAY, 4 DEC 2017
ANZ Wealth's head of investment product and research has left the company and moved to Mercer to further build out its post retirement business. William Burkitt held the head research role at ANZ Wealth for five years, prior to which he was executive ...

REST Industry Super names new chief executive

KARREN VERGARA  |  FRIDAY, 1 DEC 2017
REST Industry Super has appointed a director of AMP's corporate super business as its new chief executive. Vicki Doyle replaces long-serving REST chief executive Damian Hill who steps down from the top job in January next year. Doyle was most recently ...

Ophir Asset Management expands investment team

EMMA RAPAPORT  |  TUESDAY, 28 NOV 2017
Australian small and mid-cap equities manager Ophir Asset Management is strengthening its investment team with the appointment of a new investment analyst. Joshua Clark joins Ophir with a strong background in smaller company research, following recent ...

Linear buy sees Managed Accounts expand board

JAMIE WILLIAMSON  |  FRIDAY, 24 NOV 2017
Managed Accounts Holdings welcomed two new directors to its board in light of its recent acquisition of Linear. Linear co-founder Colin Peterson has joined the board, adding more than 30 years' experience including in financial planning and funds management ...

Financial Standard journalist recognised in press awards

STAFF WRITER  |  THURSDAY, 23 NOV 2017
Financial Standard journalist Jamie Williamson has been honoured for two news stories on Australia's institutional investment industry, receiving a major accolade at the State Street Institutional Press Awards for Asia Pacific. In her first year as ...

Perth planner named Professional of the Year

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
Several of the highest honours in financial planning were awarded at the Financial Planning Association Professionals Congress in Hobart today, attended by about 1100 delegates. It was a double whammy win for Perth-based Capital Partners Private Wealth ...

Elders continues impressive growth run

JAMIE WILLIAMSON  |  MONDAY, 20 NOV 2017
Elders Financial Planning recently added another advice business to its dealer group, onboarding its 21st practice since 2016. Victoria's Strategic Guidance Group and BJT Private, led by Luke Sheehan, was welcomed to the Elders Financial Planning group ...

LGIAsuper grows executive team

EMMA RAPAPORT  |  FRIDAY, 17 NOV 2017
Queensland local government employee super fund LGIAsuper, which opened its doors to the public earlier this year, is expanding its leadership team and searching for a new chief executive. Eleanor Noonan, who was previously LGIAsuper's head of human ...

Listed mortgage broker joins forces with TAL

ALEX BURKE  |  MONDAY, 13 NOV 2017
An ASX-listed mortgage broking firm has entered into a life insurance referral partnership with a TAL subsidiary. Under the new arrangement, Australian Finance Group's 2850 brokers will be able to refer life insurance to clients via TAL's Lifebroker ...