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Showing 861 - 870 of 1617 results for "Excel"

Super changes spark engagement

DARREN SNYDER  |  TUESDAY, 10 JAN 2017
... automation - meaning a significant number of new portfolios on the Class system come from manual SMSF accountants using Excel and generic general ledgers. Class' billable portfolios increased by more than 5700 in the December quarter, a company record ...

TIAA appoints Franklin Templeton co-president

ALEX BURKE  |  FRIDAY, 16 DEC 2016
A former co-president at Franklin Templeton will join TIAA Global Asset Management in January as chief operating officer. Vijay Advani, who will also be appointed president, was an instrumental figure at Franklin Templeton for 21 years. He oversaw long-term ...

CBA finances wind farm construction

JAMIE WILLIAMSON  |  FRIDAY, 16 DEC 2016
The Commonwealth Bank is entering a consortium financing the construction of one of Australia's largest wind farms. The bank is co-financing the project with the Clean Energy Finance Corporation, CWP Renewables, Partners Group, Japan's Sumitomo Mitsui ...

Pillar sold to Mercer

DARREN SNYDER  |  FRIDAY, 2 DEC 2016
Mercer is upping its stakes in superannuation administration by acquiring Pillar from the NSW Government for $35 million. The deal establishes Mercer as one of the largest outsourced superannuation providers in Australia, increasing funds under administration ...

Lonsec adds AB fund to portfolios

JAMIE WILLIAMSON  |  WEDNESDAY, 30 NOV 2016
AllianceBernstein's AB Managed Volatility Equities Fund has been added to Lonsec's core model portfolios. The firm is delighted with the recognition, with AB chief executive - Australia, Jen Driscoll saying it highlights the excellent performance of ...

FPA recognises industry excellence

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
The Financial Planning Association of Australia (FPA) has presented the 2016 FPA Awards at the FPA Professionals Congress in Perth. Tony Sandercock of wetalkmoney was named the FPA Certified Financial Planner Professional of the Year for his efforts ...

CFSGAM reveals succession plan

KERRIE SYDEE  |  WEDNESDAY, 23 NOV 2016
Colonial First State Global Asset Management (CFSGAM) has announced the succession plan for the role of head of Australian equities growth. Current deputy head of Australian equities growth Dushko Bajic will become head of Australian equities growth ...

OneVue scores major unit registry mandate

ALEX BURKE  |  WEDNESDAY, 23 NOV 2016
OneVue has been awarded a new mandate to provide unit registry administration services. NAB Asset Servicing (NAS), until recently the largest custodian in the country, has chosen OneVue to provide a tailored registry service for its fund managers, adviser ...

SG Hiscock hires EQT exec

ALEX BURKE  |  THURSDAY, 17 NOV 2016
SG Hiscock & Company has appointed a new general manager - strategy and operations. Rowena Cole was previously general manager - strategy and development, corporate trustee services at Equity Trustees. Prior to that, she was EQT's national manager ...

Japan ripe for investment

KERRIE SYDEE  |  WEDNESDAY, 16 NOV 2016
Stable economic policy, stronger than expected GDP data and the age-old need for diversification has created the perfect scenario for investors to reengage with Japan. Head of Japan at Wisdom Tree Jesper Koll argues the hype that once surrounded the ...