NATIONAL AUSTRALIA BANK

Financial planning

The Commonwealth Bank has emerged a winner for customer satisfaction despite it being embroiled in scandals and bad publicity....

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Financial planning

NAB confirms to ASX it is looking at options for the future operation of NAB Asset Servicing....

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People & Products

National Australia Bank has invited IPAC Securities founder, Peeyush Gupta to join its board. ...

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Financial planning

The financial services industry is on a 'short fuse’ and will see a 'big bang’ as companies stand to see substantial digital disruption within the next three years. ...

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Editorial

Good inflows into retail investment segments, retirement incomes and superannuation has seen retail and wholesale managed funds FUM/A jump over the 12 months to March. ...

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Life/Risk

Advisers must be extremely diligent about ensuring they fulfill their duty of care, as two recent court cases have shown. David Glen runs through the post-FOFA adviser ch...

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Funds management

Financial services group Hunter Hall has announced it is screening out and ending investment in fossil fuel companies....

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Financial planning

The AFP and ASIC have charged an ABS public servant and a NAB employee with insider trading netting $7 million....

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Editorial

NAB has reported a solid half-year, with its new NAB Wealth team being cited as gaining traction....

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Financial planning

The attributes that companies are seeking in financial planners are drastically changing, with sales no longer a must-have skill, writes Milana Pokrajac. ...

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Financial planning

Milana Pokrajac explores the pluses and minuses of vertically integrated dealer groups and the concept of a so-called ‘benign institution’....

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Funds management

Investment consultant JANA and MLC Investment Management are coming together to create an investment research, advisory, and portfolio management business, NAB has announ...

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Financial planning

Infocus Wealth Management buys back MLC’s share of the business....

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Financial planning

Bennelong Wealth Partners recruits Dr George Nassios as CIO....

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Editorial

As we enter the post-global financial crisis era, investor confidence is returning and interest rates are staying at record lows. But has the lustre worn off term deposit...

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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...

1 week 1 day 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...

1 week 1 day 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...

1 week 2 days 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 2 weeks 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. ...

9 months ago

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

9 months 2 weeks ago