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Showing 821 - 830 of 1617 results for "Excel"

Downsizing measures present advice opportunities

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2017
Financial planners will have an easier time preparing for and sustaining clients throughout retirement thanks to new measures for retirees wishing to downsize the family home. It also presents a number of advice opportunities. The Federal Budget proposes ...

UniSuper chairman steps down, successor appointed

EMMA RAPAPORT  |  TUESDAY, 9 MAY 2017
UniSuper chairman Chris Cuffe is stepping down from the board after six years at the helm of the $60 billion fund. "My time at UniSuper has been dynamic and very fulfilling, and I wish the board and executive team continued success in the future," he ...

Terrible tax policies of the last 25 years

EMMA RAPAPORT  |  TUESDAY, 9 MAY 2017
Many Budgets have proven to be good for the country, while others received less than glowing reviews in history books. To take us into the next phase of fiscal policy, one of Australia's most respected and renowned economic commentators, Saul Eslake ...

HESTA appoints new CIO

EMMA RAPAPORT  |  MONDAY, 8 MAY 2017
HESTA is welcoming the next chapter of its investment team development, appointing a new chief investment officer. Sonya Sawtell-Rickson will oversee the fund's $37 billion portfolio of investments and lead the internal team in asset and risk allocation ...

AllianceBernstein sees global leadership shake-up

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2017
AllianceBernstein abruptly overhauled its global leadership team, replacing its chief executive and appointing three new directors. Parent company AXA Financial terminated chief executive Peter Kraus and appointed Seth Bernstein as president and chief ...

Voting opens for MAX Awards

DARREN SNYDER  |  WEDNESDAY, 3 MAY 2017
One hundred finalists across 20 categories will represent leading financial services marketing, advertising and sales professionals at the 2017 Financial Standard MAX Awards. As voted by Financial Standard's readership, the 2017 Marketing, Advertising ...

Industry fund teams with Challenger on retirement

EMMA RAPAPORT  |  THURSDAY, 27 APR 2017
Industry superannuation fund legalsuper is expanding its retirement product offering with the addition of two Challenger guaranteed income accounts. Both Lifetime and Fixed Term guaranteed income accounts will now be available - to provide members with ...

Nominations for adviser award opens

KARREN VERGARA  |  FRIDAY, 21 APR 2017
Nominations for the Asteron Life and the Association of Financial Advisers' annual Excellence in Education Award are now open. Celebrating its 10th year, the award recognises financial advisers who demonstrate professionalism and commitment to further ...

Fitzpatricks strengthens Victorian advice presence

JAMIE WILLIAMSON  |  WEDNESDAY, 19 APR 2017
Fitzpatricks Private Wealth is continuing its expansion with the addition of two Melbourne advice practices. Chronos Private and Marasea Partners have aligned with Fitzpatricks, following a line of firms to come under its licence in the past 12 months. ...

AFA launches female excellence in advice award

EMMA RAPAPORT  |  TUESDAY, 18 APR 2017
The Association of Financial Advisers will again celebrate the significant contribution made by female advisers to the profession, the community and clients with the launch of the Female Excellence in Advice Award. The award, which is a joint initiative ...