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Showing 21 - 30 of 124 results for %22Plum Financial Services%22

NAB most distrusted bank in Australia

KANIKA SOOD  |  FRIDAY, 15 FEB 2019
NAB emerged as the most distrusted bank brand in a Roy Morgan survey conducted after the financial services Royal Commission handed down its final report and NAB bosses resigned. In January, Commonwealth Bank had the lowest trust score but after Commissioner ...

NULIS names new chair

KARREN VERGARA  |  TUESDAY, 7 AUG 2018
... Westpac and Teachers Federation Health. Promnitz first joined the board responsible for the MLC Super Fund and products such as Plum, MasterKey Super, MasterKey and Wrap as a non-executive director in December 2017. He is also a member of the MasterKey ...

Lose grandfathered commissions, lose business: MLC

KARREN VERGARA AND JAMIE WILLIAMSON  |  MONDAY, 6 AUG 2018
... 2016, NAB merged five of its superannuation funds into one to create the MLC Super Fund, which included MLC MasterKey and Plum superannuation offerings. At the time, the merged fund had about $70 billion in funds under management. Prior to this, it had ...

Digital advice, fintech firms merge

KANIKA SOOD  |  FRIDAY, 3 AUG 2018
... Jeremy Duffield and Paul Rogan's working relationship goes back a long way. They were responsible for setting up MLC's Plum business of corporate superannuation in a partnership between MLC and Vanguard. Then while working at Challenger, Paul ...

Allianz Retire+ announces leadership team

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUN 2018
... by PIMCO has been named, along with several senior managers and its board of directors. Former IRESS group executive, financial markets Matthew Rady has been appointed to lead the new business following a recruitment process announced at the time of ...

Bank customer trust plummets: Research

KARREN VERGARA  |  TUESDAY, 26 JUN 2018
The level of bank customer trust and satisfaction is worsening thanks to the banking and financial services Royal Commission, according to new surveys. Prior to the Royal Commission, bank customer satisfaction reached 82.3% in January 2018 but plunged ...

SMSFs ramp up LRBA and property allocations

KARREN VERGARA  |  TUESDAY, 1 MAY 2018
... The Federal Government recently announced it will expand the maximum number of members from four to six. Revenue and Financial Services Minister Kelly O'Dwyer said the change will allow for greater flexibility given the strong growth the sector has experienced ...

Financial services data breaches recorded

HARRISON WORLEY  |  FRIDAY, 13 APR 2018
... report also described the types of personal information involved in the breaches, which included contact information, financial details, tax file numbers and identity information. Financial details were involved in 30% of notifiable data breaches, including ...

Australian Unity chair joins NAB

EMMA RAPAPORT  |  THURSDAY, 21 DEC 2017
... has been appointed as a non-executive director, joining the board responsible for the MLC Super Fund and products such as Plum, MasterKey Super, MasterKey and Wrap. He will also sit on the MasterKey and Plum Investment Committee and the Risk and Audit ...

Midwinter partners with business management platform

ALEX BURKE  |  THURSDAY, 19 OCT 2017
Midwinter entered into a strategic partnership for a business platform specialising in the financial services industry. The partnership will involve integrating Midwinter's flagship digital advice platform, AdviceOS, with PractiFI software. PractiFI ...