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Showing 881 - 890 of 1617 results for "Excel"

AFA excellence in education award winner revealed

KERRIE SYDEE  |  THURSDAY, 6 OCT 2016
The Association of Financial Advisers and Asteron Life have presented the 2016 AFA Excellence in Education Award this morning. Ascent Wealth Management's Stephen Nielsen was presented the award, while Steve Dobson of Mal Dobson & Associates was awarded ...

Bragg to leave FSC

DARREN SNYDER  |  FRIDAY, 30 SEP 2016
The Financial Services Council's director of policy Andrew Bragg will leave the industry body at the end of November. Bragg has been a member of the FSC's policy team since 2009 and was appointed director of policy in 2014. He is joining the Menzies ...

Federal Court approves Zurich's Macquarie acquisition

ALEX BURKE  |  MONDAY, 26 SEP 2016
Six months after the deal was first made public, the Federal Court of Australia has finally approved Zurich's acquisition of Macquarie Life's risk business. Following the acquisition, Zurich will become Australia's fourth-biggest retail life insurer ...

Suncorp appoints new wealth CEO

ALEX BURKE  |  THURSDAY, 22 SEP 2016
Suncorp has appointed a new chief executive banking and wealth, and made two other leadership team changes. David Carter was previously chief financial officer for banking and wealth. He has held other roles at Suncorp, including executive general manager ...

Optimo launches free robo strategy platform

KERRIE SYDEE  |  WEDNESDAY, 14 SEP 2016
Optimo Financial has updated and launched the public beta version of Optimo Pathfinder Online, which for the first time will allow financial advisers to provide clients with holistic advice in minutes. Unlike other robo platforms that focus on asset ...

AFA Adviser of the Year finalists announced

ALEX BURKE  |  WEDNESDAY, 14 SEP 2016
The Association of Financial Advisers and Zurich have announced the finalists for AFA Adviser and Practice of the Year, and the Female Excellence in Advice Award. The potential advisers of the year are Darren Johns from Align Financial, Jason Peterson ...

Rice Warner strengthens team

DARREN SNYDER  |  TUESDAY, 13 SEP 2016
Financial services business adviser Rice Warner has appointed a new senior consultant to its team. Joining the industry consultant is Andrea McDonnell. She has more than 30 years' of consulting experience in the insurance, superannuation and employee ...

Westpac tops S&P ESG index

ALEX BURKE  |  MONDAY, 12 SEP 2016
Westpac has been determined the financial services industry leader in the S&P Dow Jones global sustainability benchmark. The S&P Dow Jones Sustainability Indices annual review, developed in partnership with RobecoSAM, showed that Westpac comfortably ...

AB to acquire hedge fund manager

ALEX BURKE  |  MONDAY, 5 SEP 2016
AllianceBernstein has entered into an agreement to acquire an alternatives investment manager. Ramius Alternative Solutions, which is jointly owned by Ramius LLC and principals Stuart Davies and Vikas Kapoor, manages over US$3 billion and operates multi- ...

New board members, partnership for BondAdviser

KERRIE SYDEE  |  THURSDAY, 1 SEP 2016
BondAdviser has made two key board appointments and has partnered with a national independently owned financial advisory firm. BondAdviser has appointed Steve Dammerer as chair and Graeme Abram as a non-executive director. Dammerer has over 30 years' ...