Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
NAB
Financial planning
Financial services businesses would fall behind if they were not innovating or combining their product development and operational teams, according to NAB. ...
People & Products
Alan Schoenheimer and Andrew Gale have been appointed as non-executive directors to the board overseeing NAB’s new super structure....
People & Products
Financial advisory firm, Profile Financial Services, has backed growth with two new senior appointments....
Financial planning
ANZ, NAB, CBA, Westpac and AMP licensees have paid around $23.7 million in refunds for fees charged without the actual provision of advice, with the refund total likely t...
News
Despite the negative publicity around the banking inquiry, bank customer satisfaction improved in September, Roy Morgan Research found....
Financial planning
Advice clients were demanding integrated advice from their advisers, including mortgage broking or accounting services in addition to financial planning advice....
Life/Risk
MLC Life Insurance, in partnership with National Australia Bank, has expanded the distribution of its life insurance product to 760 branches across Australia. ...
Life/Risk
MLC Life has flagged growth on the back of completion of the Nippon Life transaction....
Financial planning
National Australia Bank’s Andrew Hagger has outlined a digital future with ongoing commitment to face-to-face advice....
Funds management
Citi has been announced as NAB Asset Servicing’s global custodian, allowing access to 60 markets around the world....
Funds management
Vanguard Australia has appointed the former NAB head of risk and audit governance as their new head of legal and compliance. ...
Financial planning
NAB Asset Servicing today announced the appointments of Ken Shaw to the position of general manager, sales and relationships....
Policy & Regulation
ASIC’s latest enforcement report had revealed the degree to which its Wealth Management Project identified issues within CommBank, NAB and Macquarie Bank....
Funds management
Customer satisfaction with the big four banks has declined in five out of the last six months and is now 1.9 percentage points below last July....
Financial planning
NAB’s insurance transaction with Nippon Life has resulted in consolidation and the creation of the largest retail super fund....
Never miss the latest news and developments in wealth management industry
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...