NAB

Financial planning

Young Australian investors are turning to international and domestic shares to help build their wealth, according to data released by nabtrade....

Superannuation

A National Australia Bank survey showed super funds have changed their approach to currency risk management to adapt to the growing market....

Financial planning

A former NAB financial adviser has appeared in court after ASIC brought two charges against him that he forged financial planning documents....

People & Products

Equity Trustees has recruited NAB’s Jodi Kennedy as its new general manager, charitable trusts and philanthropy....

Funds management

NAB has exited its 55 per cent stake in JANA in what represents a management buy-out by the senior JANA team....

Financial planning

The Big Four banks have all increased their share of their customers’ dollars, or ‘share of wallet’, in the last decade....

Financial planning

The Australian Securities and Investments Commission has ordered NAB to make a corrective disclosure to advice clients across its various licensees....

Financial planning

Results for the six months to 17 May show satisfaction with the big four banks has continued its steady increase....

Financial planning

The Finance Sector Union has urged NAB chief executive, Andrew Thorburn to have the bank shoulder responsibility for compliance failures rather than blame financial plann...

Funds management

IOOF has acquired National Australia Trustees Limited in a move which gives it a dominant position in the trustee market....

People & Products

UBS Asset Management Australia has announced the appointment of Patrick Jung to the position of fixed income specialist....

Financial planning

National Australia Bank has signalled its support for the legal enforceability of the Life Insurance Code of Practice once all the industry parties, including superannuat...

Financial planning

Australian SMEs rank seeing a customer’s smile as the most important business moment, according to NAB’s research. ...

Life/Risk

The National Australia Bank has emphasised to a key Senate Committee the degree to which it has exited the life insurance business....

People & Products

NAB Ventures has backed a Toronto-based cloud fintech firm, Wave, with US$24 million....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months 1 week ago

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

7 months 1 week 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 6 days ago

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

3 weeks 2 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 days 9 hours ago