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Showing 851 - 860 of 1617 results for "Excel"

PM Capital expands distribution team

DARREN SNYDER  |  THURSDAY, 16 FEB 2017
Equities and fixed interest manager PM Capital is welcoming a new sales director to its distribution team. Joining PM Capital is Rebecca Morgan. She will be based in Melbourne and be responsible for sales in Victoria, Tasmania and Western Australia ...

Challenger hails major retirement partnership

ALEX BURKE  |  TUESDAY, 14 FEB 2017
Straight off the back of announcing record annuity sales of $2.2 billion in its half-year results, Challenger is partnering with an international investment manager to develop a global bond product for Australian retirees. The new partnership with Standard ...

NAB aiding RG97 compliance

JAMIE WILLIAMSON  |  TUESDAY, 7 FEB 2017
NAB Asset Servicing launched its RG97 Reporting Suite to clients, providing investors and members with heightened transparency on fees and costs. The new product, which is the latest in the Asset Servicing division's range of regulatory products and ...

VicSuper appoints new chair

JAMIE WILLIAMSON  |  TUESDAY, 7 FEB 2017
VicSuper named a member director as its new chair. Christine Stewart, a member director on the VicSuper board for seven years, has succeeded Bruce Hartnett as chair following his retirement on 31 December. The $17 billion fund also appointed employer ...

Financial advisers losing communication battle

EMMA RAPAPORT  |  MONDAY, 6 FEB 2017
Embattled financial advisers need to find better ways to communicate their value to clients if they are to remain relevant in an automated world. Speaking at a media roundtable, newly appointed Morningstar chief executive Kunal Kapoor told reporters ...

Pinnacle grows distribution capabilities

JAMIE WILLIAMSON  |  FRIDAY, 3 FEB 2017
Pinnacle Investment Management will welcome a former senior manager at Macquarie Investment Management as its associate director of distribution. Eu-Jene Teng has been appointed to the role in an expansion of the distribution team and its capabilities ...

Scale advantage in SMSF performance

JAMIE WILLIAMSON  |  THURSDAY, 2 FEB 2017
SMSFs with balances of $200,000 or more perform better than those with smaller balances. According to new research from SuperConcepts and the University of Adelaide's International Centre for Financial Services, large SMSFs perform better because they ...

PIMCO reveals new Asia-Pacific head

ALEX BURKE  |  TUESDAY, 24 JAN 2017
PIMCO named a new head of Asia-Pacific after Eric Mogelof moved to a US-based role. Kimberley Stafford, currently global head of PIMCO's consultant relations group, will report to PIMCO chief executive Emmanuel Roman. She has held multiple roles at ...

CommInsure wins group insurance mandate

JAMIE WILLIAMSON  |  MONDAY, 23 JAN 2017
CommInsure will replace MetLife as group insurer for a multi-industry superannuation fund. It marks the first public mandate win for CommInsure since losing CareSuper, NGS Super and TWU Super in 2016. The insurer was also plagued by scandal around its ...

HESTA hunting for new CIO

JAMIE WILLIAMSON  |  FRIDAY, 13 JAN 2017
HESTA will usher in the New Year with an expansion of its executive investment team. Following a review by Willis Towers Watson, the $36 billion super fund will implement a new investment strategy, resulting in the creation of a two-pronged leadership ...