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Showing 11 - 20 of 505 results for %22MLC Wealth f%22

Ninety-seven super products fail performance test

JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2023
... Portfolio Service Superannuation Fund's OnePath Tax Effective WS Income Trust and Optimix WS Balanced Trust - Class A; MLC Superannuation Fund's Access Pre Select Growth, MLC Masterkey Unit Trust Horizon 4 - Balanced and MLC Wholesale Diversified ...

Former Morningstar executive in new role

ELIZABETH FRY  |  FRIDAY, 25 AUG 2023
... added to its consulting team, with Leo Mauceri joining as a senior investment consultant. Mauceri has held senior roles with MLC Asset Management, NAB Wealth, ANZ Wealth and BT Financial Group. The article first appeared in Industry Moves.

Former iShares lead joins Stake

CHLOE WALKER  |  THURSDAY, 17 AUG 2023
... there are incredible opportunities ahead, and I'm excited by what we can achieve," he said. Howie's appointment follows former MLC head Geoff Lloyd joining the platform as chair in June.

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
... executive Renato Mota explained ASC is the culmination of delivering on two years of promises following the acquisition of MLC. "We've said very loudly and clearly that we acquired a business that was loss-making, that was reliant on subsidies, and ...

Allianz Retire+ makes key appointments

ANDREW MCKEAN  |  MONDAY, 19 JUN 2023
... "Having served as the chief executive of MLC, one of the most rewarding experiences was assisting more than a million MLC Wealth clients in preparing for and enjoying their retirement which is why aligning with a business solely focused on retirement ...

Geoff Lloyd to chair Stake

ANDREW MCKEAN  |  MONDAY, 5 JUN 2023
Former Perpetual and MLC chief executive Geoff Lloyd has been appointed as chair of Stake. In October 2020, after a two-year tenure at the helm of MLC, Lloyd departed following the company's agreement to be acquired by IOOF. This period also marked ...

Insignia bolsters executive leadership team

ANDREW MCKEAN  |  THURSDAY, 18 MAY 2023
... superannuation trustees chair. Coyne brings more than 25 years' industry experience to the role. She has spent the last 15 years at MLC and Insignia across both governance and business roles. Also, Insignia chief distribution officer Mark Oliver has ...

Equity Trustees, OnePath dominate choice heatmap failure

KARREN VERGARA  |  WEDNESDAY, 26 APR 2023
... AUSCOAL Superannuation (Mine Super), Avanteos Investments (Colonial First State FirstChoice Super), AvSuper, Nulis Nominees (MLC Super), BT Funds Management (Retirement Wrap), EISS Super, Perpetual (WealthFocus Superannuation Fund) and REI Super. But ...

HESTA hires from MLC Super for GM role

ELIZABETH FRY  |  MONDAY, 27 FEB 2023
... HESTA has welcomed Wendy Forster-Smith as its new general manager of projects and transformation. Forster-Smith joins from MLC Super, where she spent three years as the head of client enablement. Before that, she worked at the National Australia Bank ...

JANA awarded mandate by NFP

CHLOE WALKER  |  MONDAY, 20 FEB 2023
... south," she said. Last month, JANA bought out the 45% interest owned by Insignia Financial, following its acquisition of MLC Wealth. It comes after the appointment of JANA's chief executive Georgina Dudley in December 2022. "Since the initial buyout ...