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Showing 791 - 800 of 1617 results for "Excel"

Mercer names new chief investment officer

EMMA RAPAPORT  |  THURSDAY, 7 SEP 2017
Mercer strengthened its investment leadership with the appointment of a new chief investment officer for the Pacific. Long serving TCorp senior manager Kylie Willment will join Mercer from 25 October, overseeing the investment performance of Mercer's ...

Female Excellence Award finalists announced

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
The five finalists in the 2017 Female Excellence in Advice Award have been named. Presented by the Association of Financial Advisers and TAL, the FEIA Award recognises the significant contributions made by women in the financial advice profession, their ...

Platinum covers cost for new listed funds

ALEX BURKE  |  FRIDAY, 25 AUG 2017
At the same time as reporting $3.6 billion in net outflows over the 2017 financial year, Platinum Asset Management said it would cover establishment and operating costs for the launch of two new exchange-traded managed funds. The two new funds, which ...

Executives must think beyond the technical

KARREN VERGARA  |  TUESDAY, 22 AUG 2017
Transitioning from a technical to a leadership role is challenging for financial services executives who overlook the broader soft skills to be effective leaders. CommInsure chief financial officer and chief actuary Jennifer Lang says executives may ...

Australian Unity appoints national role

EMMA RAPAPORT  |  FRIDAY, 18 AUG 2017
The former head of business development and client relations at Australian Ethical has been appointed to a new role of national manager, retail distribution at Australian Unity. Adam Kirk joins after five-and-a-half years in his previous role, and will ...

Merged asset manager appoints Australian leadership

ALEX BURKE  |  TUESDAY, 15 AUG 2017
The Australian leadership team for the finalised merger of two global investment managers, collectively representing $998 billion in assets, has been named. Aberdeen Asset Management and Standard Life, whose merged asset management business is now known ...

IRESS strikes advice platform partnership

DARREN SNYDER  |  MONDAY, 14 AUG 2017
An ASX-listed wealth management firm has selected an IRESS product to lead an objectives-based and scaled financial advice solution. Diversified financial services group ClearView selected the XPLAN Prime product with an aim to deliver advice more efficiently. ...

Former politician to chair Equity Trustees

JAMIE WILLIAMSON  |  MONDAY, 14 AUG 2017
A former Victorian premier and media personality is expected to become the next chairman of Equity Trustees. Subject to his re-election to the board at EQT's annual general meeting in October, Jeff Kennett will succeed current chairman Tony Killen who ...

Heffron acquires superannuation advice specialist

DARREN SNYDER  |  THURSDAY, 10 AUG 2017
Heffron SMSF Solutions acquired a Queensland firm that specialises in providing superannuation education to financial advisers. Joining the New South Wales and Hunter Valley-based SMSF service provider is McPherson Super Consulting - a firm that also ...

OneVue appoints fund services COO

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2017
Diversified financial services firm OneVue announced an operations executive will spearhead the growth of its fund services business. Newly appointed chief operating officer of fund services, Richard Linnegan, will lead the firms' expansion of its fund ...