EXECUTIVE GENERAL MANAGER
Financial planning
Although MLC has been open in its plans to target AXA-aligned planning firms that may be disenchanted following the bank's merger with AMP, many of those businesses say t...
People & Products
MLC and NAB Wealth have taken on a new general manager of marketing, appointing Simonne Hogan to the role....
Financial planning
MLC has developed a new tool called My Client Leads, to help advisers who are struggling to market to their existing client base....
People & Products
National Australia Bank (NAB)-owned wealth manager, JBWere, has appointed Mark Joiner as its new chairman, after Michael Ullmer announced he was stepping down....
Financial planning
Opinion is divided as to whether corporate governance hinders entrepreneurial activity, a survey of 250 chief financial officers (CFOs) of listed companies in Australasia...
People & Products
The Trust Company has made a number of key appointments following its acquisition of The New Zealand Guardian Trust Company....
People & Products
Former Morningstar researcher Zac Wallis has joined the Zurich key accounts team as a research relationship manager....
Financial planning
Australian financial services professionals are reluctant to explore job opportunities following a series of local and overseas natural disasters, leading to skills-tight...
People & Products
National Australia Bank (NAB) Private Wealth has expanded its capabilities in Australia, snatching talent from international banks....
Financial planning
Close to one million Queenslanders are more worried about their financial situation now than prior to the January floods and Cyclone Yasi, and are consulting planners and...
Financial planning
MLC financial advisers are reaping the rewards of transitioning to fee-for-service, with advisers from three of its dealer groups earning the most among non-salaried advi...
Financial planning
National Australia Bank’s (NAB’s) direct asset management business, nabInvest, has acquired 35 per cent stake in AREA Property Partners – a real estate fund manager based...
People & Products
Zurich Australia will restructure to more closely resemble its global parent, with CEO David Smith to depart once the process is complete....
Policy & Regulation
The National Institute of Accountants (NIA) has launched an assistance program focused on the proposed Future of Financial Advice reforms, which the association says will...
Financial planning
Consolidation is the big news in the financial planning platform industry. Janine Mace looks into how this is affecting the sector....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...