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Showing 771 - 780 of 1654 results for "Excel"

ClearView appoints head of distribution strategy

ALEX BURKE  |  WEDNESDAY, 28 FEB 2018
Diversified wealth firm ClearView has promoted internally to appoint a new head of distribution strategy. Kathryn Williamson was previously ClearView's state manager for New South Wales and the Australian Capital Territory. ClearView said it is now ...

How to find alpha in advice: Vanguard

KARREN VERGARA  |  TUESDAY, 27 FEB 2018
... tasks that can be fully automated - but they can do so by spending more time on "uniquely human tasks" and find ways to excel at them. Clients will not rebalance a portfolio when he or she receives a text alert, for example, but will want to talk to ...

Aussie equities boutique appoints portfolio manager from Schroders

ALEX BURKE  |  MONDAY, 26 FEB 2018
A boutique Australian equities manager has appointed a new portfolio manager. Sam Twidale joins DNR Capital from Schroders in London, where he was a fund manager focused on European equities. Before that, he was an equity research analyst at Citi and ...

Boutique aims to tackle retiree housing affordability

JAMIE WILLIAMSON  |  WEDNESDAY, 21 FEB 2018
A boutique asset management firm is hoping to raise more than $9 million to acquire a Queensland retirement village, providing affordable housing for older Australians receiving government assistance. Hamilton Asset Management is looking to raise $9.06 ...

SuperConcepts acquires SMSF administrator

KARREN VERGARA  |  TUESDAY, 13 FEB 2018
SuperConcepts acquired a self-managed superannuation fund administration provider in an attempt to expand its market share. MORE Super joins SuperConcepts' growing network comprising AMP SMSF, Ascend, Cavendish, SuperIQ, superMate and yourSMSF. MORE ...

Advice dealer group recommits to OneVue

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2018
A growing independent financial advice group reappointed OneVue as its platform provider. Madison Financial Group recommitted to using its white-labelled WealthPortal for an additional five years. OneVue's platform technology underpins the WealthPortal ...

SMSF administrator creates lead data role

JAMIE WILLIAMSON  |  MONDAY, 12 FEB 2018
A self-managed superannuation fund administrator has added a head of data and process to its executive lineup. Joining Heffron in the newly created role is Jodi Stapleton. Stapleton was most recently senior manager service and information delivery at ...

Sunsuper executive joins IFM Investors

JAMIE WILLIAMSON  |  MONDAY, 12 FEB 2018
The chief investment operations officer at Sunsuper has joined IFM Investors in a newly created role. Lounarda David has been appointed as chief operations officer to further support IFM's growing investment management business. The role was created ...

Boutique fund manager adds to distribution team

KARREN VERGARA  |  THURSDAY, 8 FEB 2018
A boutique asset manager is expanding its distribution team after its flagship fund hit the $100 million milestone. Melbourne-based PAN-Tribal Asset Management has hired experienced sales professional Nick Baring to its key accounts team. Baring will ...

Investec unveils succession plan

KARREN VERGARA  |  WEDNESDAY, 7 FEB 2018
Three of Investec's founding members will step down from their respective roles 40 years after establishing the South African bank and investment management firm. Investec Group chief executive Stephen Koseff, managing director Bernard Kantor, and risk ...