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Showing 811 - 820 of 1617 results for "Excel"

ING restructures, creates distribution head role

JAMIE WILLIAMSON  |  THURSDAY, 22 JUN 2017
A newly-created head of distribution role at ING sees the amalgamation of its direct and third party distribution businesses. Under the leadership of Mark Woolnough, formerly head of third party distribution, the restructuring of ING's distribution ...

Industry stars recognised at 2017 MAX Awards

JAMIE WILLIAMSON  |  FRIDAY, 16 JUN 2017
A record number turned out for the 22nd annual Financial Standard Marketing, Advertising and Sales Excellence Awards last night, recognising Australia's leading individuals and organisations in the financial services industry. The MAX Awards recognised ...

Old technology costing advice industry

EMMA RAPAPORT  |  THURSDAY, 15 JUN 2017
The majority financial advice firms are still choosing to rely on Microsoft Excel as their primary source of administrative software despite a range of financial software products coming to market, YTML said. According to the financial technology provider's ...

NAB sells trustee business to IOOF

JAMIE WILLIAMSON  |  WEDNESDAY, 14 JUN 2017
IOOF will acquire National Australia Trustees Limited following an agreement with NAB, making it one of Australia's largest compensation trust providers. IOOF managing director Christopher Kelaher described National Australia Trustees' offering as a ...

AIA growth strategy spawns appointments

JAMIE WILLIAMSON  |  TUESDAY, 13 JUN 2017
An expansion of the executive lineup at AIA Australia has seen the appointment of a new chief financial officer and the creation of two key new roles. Formerly chief financial officer, Harry Efthimiou has taken on the newly created role of chief health ...

Financial Standard to expand into Marketing and Communications educational content

ALEX BURKE  |  FRIDAY, 9 JUN 2017
Financial Standard will publish a new category of educational content across its magazines next month, focusing on the critical role that marketing and communications professionals play in shaping the financial services industry. The new content category ...

Schroders managers join Bennelong UK business

ALEX BURKE  |  FRIDAY, 2 JUN 2017
Two veteran Schroders fund managers will join a boutique launched by the UK business of Bennelong Funds Management. Paul Marriage and John Warren will transfer over to Bennelong subsidiary BennBridge and its first UK boutique Tellworth Investments in ...

Manager lists after $3bn merger

ALEX BURKE  |  THURSDAY, 1 JUN 2017
The vast majority of shareholders in an ASX-listed fund manager have approved a merger including $3.1 billion in funds under management, creating a new listed entity in the process. Following this decision, Hunter Hall will merge with Pengana Capital ...

Advice industry must not rest on laurels: Diamantidis

JAMIE WILLIAMSON  |  FRIDAY, 26 MAY 2017
The financial advice industry has resigned itself to underperforming and allowed the public to relegate financial matters. Caboodle Financial Services' Peita Diamantidis believes the financial advice industry is failing for having only engaged 20% of ...

Colonial First State upgrades managed accounts offering

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2017
New managed accounts capabilities will be rolled out across Colonial First State's FirstWrap and FirstChoice platforms ahead of managed accounts being made available on FirstChoice later this year. As part of a tailored solution for a range of licensees ...