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Showing 781 - 790 of 1617 results for "Excel"

Adviser tops the class for education excellence

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
A leader among financial advisers has been rewarded for his energy and commitment to ongoing adviser education at time when it's top of mind in the industry. Maxim Private Wealth's Michael Ward was presented the 2017 AFA Excellence in Education in Award ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
Check out this blog to get an hourly update on the latest announcements, session highlights and social media commentary live at the AFA 2017 National Adviser Conference. 10.30pm - AFA caps its annual conference with an awards gala ceremony for the 2017 ...

Voting opens for 2017 Power50

STAFF WRITER  |  MONDAY, 9 OCT 2017
Voting is now open for the 2017 Power50 list of Australia's most influential financial advisers. Last month Financial Standard received more than 600 nominations (including multiple nominations) on who should be recognised in the 50 Most Influential ...

Advisers back higher education standards

JAMIE WILLIAMSON  |  MONDAY, 9 OCT 2017
An exclusive Financial Standard polling of the 2017 Association of Financial Advisers (AFA) awards finalists show overwhelming support for more stringent proficiency requirements - but the industry can still expect a major fallout from those who choose ...

BigTech: The next frontier for high-net-worth investors

EMMA RAPAPORT  |  FRIDAY, 29 SEP 2017
High-net-worth individuals could soon turn to Apple, Google, Amazon and Facebook for wealth management needs according to latest research from Capgemini. In its 2017 World Wealth Report the consulting firm found BigTech is casting a long shadow in wealth ...

Impact Investment Group chief executive departs

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2017
Responsible investing fund manager, Impact Investment Group (IIG), announced the departure of its co-founder and chief executive Chris Lock. IIG chair, Danny Almagor, will step into the chief executive role in the interim as the company searches for ...

Alternatives managers celebrated at annual event

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2017
The Macquarie Australia Plus Fund has taken out a key accolade at the 2017 Hedge Funds Rock and Australian Alternative Investment Awards. The awards, which recognise alternative investment managers who have produced superior risk adjusted returns and ...

Former BlackRock president joins Yarra board

ALEX BURKE  |  FRIDAY, 15 SEP 2017
The former head of Blackrock Japan will join Yarra Capital Management's board as a non-executive director and senior adviser for Japan. Prior to BlackRock, new Yarra director Masato Degawa held senior roles at Societe Generale Asset Management and J.P. ...

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
Australia's best financial advisers and advice businesses have been recognised as the Association of Financial Advisers and Zurich announced the finalists for the 2017 AFA Adviser and Practice of the Year awards. The AFA Adviser of the Year Award, now ...

APRA names heavyweight panel to investigate CBA

EMMA RAPAPORT  |  FRIDAY, 8 SEP 2017
The Australian Prudential Regulation Authority appointed three highly experienced panel members to conduct an inquiry into the governance, culture and accountability frameworks of the Commonwealth Bank. Chairman of the Banking and Finance Oath, John ...