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Showing 811 - 820 of 1653 results for "Excel"

FPA reveals annual award finalists

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
The Financial Planning Association of Australia received a record number of entries for the 2017 FPA Awards ahead of its Professionals Congress in Hobart next month. Announcing the award finalists, FPA chief executive Dante De Gori said he was impressed ...

UniSuper builds equities team

KARREN VERGARA  |  THURSDAY, 19 OCT 2017
UniSuper named two senior hires to help bolster its in-house investment management capabilities. Matt Spence, who joins the super fund as a senior analyst for infrastructure, was formally the head of infrastructure, utilities and transport research ...

TAL maintains life insurance market lead

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
TAL continues to hold the largest share of the $16.1 billion life insurance market in the 12 months to June, figures from Strategic Insight show. TAL recorded $2.9 billion in risk premiums, closely followed by AIA Australia with $2.3 billion in which ...

Mindfulness coach recognised for excellence in advice

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
A financial adviser with a unique business model incorporating the practice of yoga took home the 2017 Female Excellence in Advice Award. Presented at the Association of Financial Advisers' National Adviser Conference on the Gold Coast last week, Wellthy ...

Suncorp appoints new wealth and life intermediaries head in executive reshuffle

KARREN VERGARA  |  FRIDAY, 13 OCT 2017
Suncorp has named a new head of wealth and life intermediaries. Dan Waller, who has been acting head since June, has now been appointed permanently to the role. He has more than 28 years' experience in the financial services industry, joining Asteron ...

AMP Capital shutters core equities, restructures team

ALEX BURKE  |  THURSDAY, 12 OCT 2017
AMP Capital is closing down its core Australian equities capabilities and restructuring its domestic investment team in response to client demand, which will involve appointing a new head of Australian equities from Macquarie. The investment manager ...

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 ...