Search Results | Showing 1 - 10 of 1611 results for "Excel" |
| | | 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 ... |
| | | | 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 ... |
| | | | 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 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 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... 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 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 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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