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Showing 901 - 910 of 1653 results for "Excel"

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 ...

Infocus celebrates success

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
Infocus Group has celebrated the successes of leading businesses providing exceptional financial advice across the Infocus and Patron Australian Financial Services Licensees. Announced at the group's annual conference in Singapore, a total of 18 awards ...

FPA reveals awards shortlist

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
The Financial Planning Association has announced the shortlist for all six categories of the 2016 FPA Awards ahead of the FPA Professionals Congress in Perth. The awards are designed to celebrate individuals and businesses who demonstrate commitment ...

Elders celebrates award winners

KERRIE SYDEE  |  MONDAY, 7 NOV 2016
Elders Financial Planning has rewarded excellence in financial advice by naming its award recipients across the dealer group and announcing the first two recipients of its education scholarship program. Announced at the Elders Financial Planning Conference ...

Consultum rewards star advisers

KERRIE SYDEE  |  WEDNESDAY, 2 NOV 2016
Consultum Financial Advisers recognised excellence in financial advice by revealing its 2016 award winners. Announced at the company's annual conference in Vietnam, Adviser of the Year was awarded to Anthony D'Alessandro of Victorian based Required ...