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Showing 801 - 810 of 1653 results for "Excel"

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 ...

Janus Henderson sends 100 staff to custodian

ALEX BURKE  |  FRIDAY, 10 NOV 2017
Janus Henderson is expanding its overseas custody partnership with a US$10 trillion custodian, seeing 100 staff move in the process. Under the new partnership, BNP Paribas Securities Services will oversee most of Janus Henderson's (JHG) back and middle ...

Westpac Group results solid despite challenges

JAMIE WILLIAMSON  |  MONDAY, 6 NOV 2017
Westpac Group chief executive Brian Hartzer welcomed a solid full-year result for the group, driven in part by the $4 billion added to BT Financial Group's Panorama platform. Westpac reported a statutory net profit of $7.9 billion - up 7% year on year ...

Superannuation investment guru joins La Trobe board

DARREN SNYDER  |  WEDNESDAY, 1 NOV 2017
The former chief investment officer at Commonwealth Bank Group Super is joining up with La Trobe Financial. Gerard Parlevliet joins the La Trobe Financial board with plans to assist the company expanding its Sydney footprint in the investment sector. ...

Synchron hires new state manager from AMP

ALEX BURKE  |  TUESDAY, 31 OCT 2017
Financial advice dealer group Synchron has appointed a new state manager for South Australia and the Northern Territory. Chris Regenass joins Synchron from AMP, where he was head of financial planning for the same region. He has held multiple positions ...