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Showing 801 - 810 of 1617 results for "Excel"

Magellan scores major consumer partnership

ALEX BURKE  |  TUESDAY, 8 AUG 2017
Magellan is set to dramatically boost its retail footprint with a new sponsorship agreement. The three-year partnership with Cricket Australia will see Magellan sign on as the naming rights sponsor for the Australian domestic Test series, commencing ...

No age limit on great advice

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2017
ANZ Wealth is encouraging financial advisers of all ages to apply for the AFA Rising Star Award, saying there is a misbelief that it only seeks to recognise young advisers. Speaking to Financial Standard, ANZ Wealth head of sales Don Sillar said there ...

Equity Trustees names philanthropy lead

KARREN VERGARA, JAMIE WILLIAMSON  |  TUESDAY, 25 JUL 2017
A former National Australia Bank executive has joined Equity Trustees as its new general manager of charitable trusts and philanthropy. Jodi Kennedy joins the firm's trustee and wealth services division from NAB where she was head of community engagement ...

Association launches retirement savings research hub

JAMIE WILLIAMSON  |  TUESDAY, 18 JUL 2017
The SMSF Association will establish a 'policy think tank' to provide thought leadership for the retirement savings market on financial and non-financial issues. The Global Centre of Excellence for Retirement Savings will be based in Adelaide and will ...

Vanguard global chief executive steps down

KARREN VERGARA  |  FRIDAY, 14 JUL 2017
Vanguard global chief executive Bill McNabb will step down at the end of the year to be succeeded by chief investment officer Tim Buckley. McNabb, who will stay on as chair, served as chief executive since 2008. He joined Vanguard 31 years ago, led ...

Whitehelm boosts water investments

KARREN VERGARA  |  THURSDAY, 6 JUL 2017
Infrastructure investment manager Whitehelm Capital poured £45 million ($77 million) into debt issued by a UK water and sewerage company. Whitehelm finalised its investment in a junior loan issued by Kelda Finance, the first holding company of Yorkshire ...

Vamos joins Mercer board

EMMA RAPAPORT  |  THURSDAY, 6 JUL 2017
Former long-serving ASFA chief executive Pauline Vamos joined the board of Mercer's superannuation business as an independent non-executive director. Mercer Superannuation Australia board chair Jan Swinhoe welcomed Vamos to the board, noting that her ...

Easton to acquire $1.7bn advice group

ALEX BURKE  |  TUESDAY, 27 JUN 2017
Listed wealth firm Easton Investments is in talks to acquire a financial planning network with $1.7 billion in funds under advice. GPS Wealth, established in 2012, operates 82 practices with 123 advisers and 182 accountants throughout Australia. According ...

New role builds Suncorp Marketplace momentum

JAMIE WILLIAMSON  |  TUESDAY, 27 JUN 2017
Suncorp's executive general manager of insurance operations will head Suncorp Marketplace - the cornerstone of the business' strategy for improving the distribution of Suncorp's brand and third-party products. Promoted to the role of chief program excellence ...

Brisbane adviser receives top planning award

JAMIE WILLIAMSON  |  FRIDAY, 23 JUN 2017
The top performing student in the final unit of the Financial Planning Association of Australia's CFP program was awarded the Gwen Fletcher Memorial Award for her ongoing commitment to providing quality financial advice. Bronnie Abraham of Brisbane-based ...