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Showing 1 - 10 of 1611 results for "Excel"

NEOS, TAL honoured at Life Insurance Awards

STAFF WRITER  |  FRIDAY, 1 MAY 2026
The insurers were recognised for excellence in adviser service and product innovation. At an event in Sydney last night, NEOS took home the 2026 Life Insurance Award for Excellence in Adviser Service, presented by Financial Standard. NEOS was selected ...

M&A is not a 'scattergun' approach: AZ NGA

MATTHEW WAI  |  FRIDAY, 1 MAY 2026
Since completing its first-ever deal over a decade ago, AZ NGA has completed more than 200 transactions but each of them carries the same purpose to scaling the advice platform, which isn't a "scattergun" approach, AZ NGA group chief executive Paul ...

MAX Awards 2026 finalists revealed

STAFF WRITER  |  TUESDAY, 21 APR 2026
Voting is now open for the 2026 Financial Standard MAX Awards. The finalists for the 2026 MAX Awards have been selected across 19 categories. The MAX (Marketing, Advertising and Sales Excellence) Awards shine a light on individuals and teams excelling ...

HUB24 sees $4bn net inflows, advances HTFS takeover

ELIZA BAVIN  |  TUESDAY, 21 APR 2026
HUB24 has reported strong Q3 results delivering platform net inflows of $4 billion, up 9% on the prior corresponding period (pcp) when excluding large migrations. Platform funds under administration (FUA) as at March 31 was $127.8 billion, up 25% on ...

Esencia Wealth expands into Queensland

RIDDHIMA TALWANI  |  THURSDAY, 16 APR 2026
Esencia Wealth has expanded into Queensland, adding 300 clients to its portfolio by merging with two advice firms in the state. Merging with Financial 3 Wealth and Marsden Wealth Advisers will mark Esencia Wealth's first office in Brisbane, building ...

Two fresh faces join legalsuper board

JAMIE WILLIAMSON  |  MONDAY, 13 APR 2026
Moira Saville and Joel Tucker have joined the board of legalsuper, effective April 1. They replace Mary Macken and Richard Flitcroft, who stepped down at the end of March. Saville was nominated by the Law Society of New South Wales, while Tucker represents ...

Former super fund chief to steer new fund manager

JAMIE WILLIAMSON  |  FRIDAY, 10 APR 2026
Ben Palmer, the former chief executive of GESB, has been appointed managing director and chief executive of a newly formed funds management business. Perth-based Affinity Capital Group has launched Affinity Funds Management, selecting Palmer to spearhead ...

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI  |  TUESDAY, 7 APR 2026
... adviser for Minchin Moore upon the completion of the merger, said it will strengthen both businesses on what they already excel on. "We've always placed a strong emphasis on relationships, trust and thoughtful advice," she said. "Minchin Moore shares ...

Legalsuper chief to take top job at Equip

JAMIE WILLIAMSON  |  MONDAY, 30 MAR 2026
Legalsuper will bid farewell to its chief executive Luke Symons, who is set to become chief of Equip Super. It is also losing its chief investment officer. Symons has been named incoming chief executive of Equip Super, taking over on July 1. Last week ...

Akambo ventures into asset consulting, makes first hire

MATTHEW WAI  |  MONDAY, 30 MAR 2026
Akambo is expanding its scope, launching an asset consulting business and appointing a former Olympian to a senior role. Akambo has launched Vertex Investment Services, which partners with advice businesses to strengthen investment governance, portfolio ...
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