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Showing 91 - 100 of 505 results for %22MLC Wealth%22

Clime, Bristow to face court

ELIZABETH MCARTHUR  |  FRIDAY, 5 MAR 2021
... dismissal made by the firm's former chief investment officer, Anthony Golowenko. Golowenko, who has just landed a new job at MLC, was chief investment officer at Clime for seven months and was with the firm for a total of less than three years. He filed ...

Former Apogee adviser charged with deception

ANNABELLE DICKSON  |  TUESDAY, 2 MAR 2021
... $28,000 from 168 client superannuation accounts for a total of $1.4 million from Nulis Nominees Australia, the trustee of the MLC Super Fund between November 2016 and October 2017. ASIC also alleges between August 2017 and October 2017, Saad attempted ...

HUB24, Netwealth top platform rankings

JAMIE WILLIAMSON  |  MONDAY, 22 FEB 2021
... functionality improvements, namely the move to paperless, fully digital processes. "In the last 12 months alone, HUB24 and MLC MasterKey have incorporated electronic ID verification services to automate KYC checks and super withdrawals, while Praemium ...

Investment Trends hires head of strategy

KARREN VERGARA  |  THURSDAY, 4 FEB 2021
... and intermediary research. Andrew Tunny joins the Sydney-based research firm having recently worked as a state manager for MLC Advice partnerships. Tunny joined MLC in 2006 and moved on to parent company NAB, working in senior roles across insurance ...

BT appoints risk expert

KARREN VERGARA  |  TUESDAY, 2 FEB 2021
BT has hired a wealth management risk expert from MLC to oversee compliance functions across its platforms and operations. Caroline Guillot recently joined BT from MLC, taking on the title of head of risk platforms, investment and operations. Guillot ...

FSC appoints new board member

ELIZABETH MCARTHUR  |  MONDAY, 1 FEB 2021
The Financial Services Council (FSC) has appointed MLC Wealth acting managing director Andrew Morgan to its board. Morgan joined MLC Wealth in 2019 as chief corporate services officer before becoming acting managing director in November 2020, after ...

AMP Bank boss exits

KARREN VERGARA  |  THURSDAY, 21 JAN 2021
... to its executive line-up, announcing appointees who will report to chief executive George Frazis. Nicholas Allton, a former MLC and Macquarie Group executive, was named as the group general counsel and company secretary. He was at MLC for over a year ...

CountPlus firm completes tuck in acquisition

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... has joined Count Financial as a member firm, following Ascent Private Wealth's transition to CountPlus from the MLC Wealth dealer group in November. Further to this, CountPlus flagged that it will continue tuck-in acquisitions and reported $27 million ...

Almost 3000 advisers gone in 2020

ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
... moves. The data shows it picked up 66 financial advisers. GWM Adviser Services gained the next most, likely as a result of MLC's advice transformation, followed by Interprac Financial Planning which grew by 38. The growth numbers were much lower than ...

FS team picks: The top stories for 2020

ELIZABETH MCARTHUR, KANIKA SOOD  |  THURSDAY, 17 DEC 2020
... acquires platform The news that's sure to impact how the industry operates for years to come was IOOF snapping up MLC Wealth. Financial Standard revealed IOOF had consolidated the leadership of its various dealer groups. MS sufferer fights CommInsure ...