MLC WEALTH

Financial planning

Insignia Financial has reached a major milestone in completing the separation of MLC Wealth from NAB, having acquired the firm back in 2021. ...

People & Products

Former MLC head of distribution, Rob Dassie, has returned to the firm in the financial advice arm of its life insurance business. ...

Financial planning

Insignia has exited its 45% stake in JANA as it progresses its simplification and transformation strategy, detailed in its quarterly results....

Top 100

Money Management’s 2021 TOP Financial Planning Groups survey has confirmed that the number of financial advisers operating under the umbrellas of the largest groups has d...

Financial planning

IOOF is planning to use the next three years to breakeven MLC Wealth and has turned its acquisition focus into an organic growth focus. ...

People & Products

Colonial First State has hired Anthony Lane from MLC as its group chief risk officer as it continues its senior leadership appointments spree....

Financial planning

With its acquisition of MLC Wealth, IOOF now has around 1,500 authorised representatives surpassing AMP’s 1,443. ...

Financial planning

There is plenty of competition between dealer groups to take advantage of the uncertainty which has accompanied IOOF’s acquisition of MLC Wealth by recruiting attractive ...

People & Products

Former Sunsuper chief executive, Scott Hartley, has been appointed the new chief executive of AMP Australia reporting to Francesco De Ferrari....

Features

There is no lack of competition between licensees to attract good financial planning businesses, but Mike Taylor writes, the days of the deep pockets of the big banks are...

Features

Amid the challenges of the COVID-19 pandemic, Australian financial advisers were also witness to significant changes, writes Mike Taylor, not least with respect to AMP an...

People & Products

Charles Smith, former MLC Wealth business growth manager, has been appointed national recruitment manager....

Financial planning

Centrepoint Alliance is urging advice practices to consider long-term quality over short-term incentives as competition between the major dealer groups heats up in the wa...

Financial planning

Independent financial advisers aligned with MLC Wealth will have access to up to $10,000 to help them transition to IOOF, but it is in no way a ‘sign-on bonus’ according ...

Financial planning

The exodus continues among financial advisers offset in a small way by a modest but growing number of provisional advisers. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 4 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 3 days ago