NAB

Financial planning

National Australia Bank has announced two of its New Zealand-based subsidiaries will combine with Jarden Wealth to create a new wealth management entity with 113 financia...

Funds management

National Australia Bank has been ordered to pay $2.1 million by the Federal Court, the maximum penalty possible for a single breach of unconscionable conduct....

People & Products

JBWere has appointed Cathryn Carver as chair, replacing Michael Saadie....

Funds management

The major bank's chief economist said the RBA may hike rates further, despite stating he is "worried" the economic slowdown would be sharper than projected in the governm...

People & Products

Investment strategist Frank Uhlenbruch is to leave Janus Henderson after almost 30 years. ...

Financial planning

There is an estimated $3.7 trillion opportunity for the big four banks to return to wealth management and with the Quality of Advice Review focusing on digital advice, th...

Financial planning

Managing their money isn’t a priority for 13% of Australians despite cost of living pressures, research by NAB has revealed....

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Funds management

From infringement notices to interim stop orders, Money Management reviews the biggest companies that were put under the microscope by the corporate regulator....

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Funds management

Financial stocks NAB and CBA generated strong performance for the Pengana Australian Equity fund last month....

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Financial planning

One in three Australians say money is a source of conflict in their relationships, according to NAB, highlighting the possible benefits of money management....

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Funds management

The Federal Court has found NAB engaged in unconscionable conduct by continuing to charge customers over $350,000 in periodic payment fees even though it was aware of the...

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People & Products

Insignia Financial has completed the separation of its pension and investment business from ANZ, a milestone in its separation and simplification program....

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Financial planning

With superannuation funds hopeful of being able to offer advice to its members following the Quality of Advice Review, UniSuper has hired former MLC general manager, Andr...

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People & Products

NAB Private Wealth and BlackRock have partnered to make exchange traded fund investing more accessible for all Australian investors with a suite of funds....

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Funds management

Australia’s four major banks have delivered $14.4 billion in combined headline cash earnings for the 2022 half year, up $700 million or 5.1% from 2021 half year results....

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

3 days 3 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

3 days 4 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

4 days 3 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

8 months 4 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago