Search Results | Showing 61 - 70 of 505 results for %22MLC Wealth f%22 |
| | | ... billion. The transaction includes Citi's private wealth management business. "NAB has recently completed the sale of its MLC Wealth Business to IOOF with its retained wealth businesses focused on servicing high net worth and self-directed segments, through ... |
| | | | ... and also acted as its chief executive. He previously spent over 18 years in various sales and product development roles at MLC, Asteron and Asgard. "These new board appointments bring a wealth of strategic expertise and networks to support the exciting ... |
| | | | ... billion of flows from new self-employed advisers joining the licensees as well as organic inflows. It follows the acquisition of MLC which, on 1 June 2021, saw 406 MLC advisers join with IOOF advice licensees. At the end of June, IOOF maintained active ... |
| | | | The platform has appointed MLC's former group executive, platforms to the inaugural role of chief product officer and added a former Westpac executive to its board. Darren Stevens was in the role at MLC for less than 12 months and was responsible for ... |
| | | | ... by AMP, up 9.7% to $140.5 billion. Rounding out the top five were Colonial First State which rose 16.3% to $137.2 billion, MLC which was up 14.4% to $120.5 billion and Macquarie which gained 28.2% to $100.1 billion. IOOF also recorded an increase of ... |
| | | | ... Australia." CBA entered an agreement to sell 55% of CFS to private equity firm KKR in May 2020. Coombe, who is the former MLC Wealth and current Generation Development Group chair was named chair-elect in March and will take the post once the deal finalises. ... |
| | | | ... (137) and Bridges Financial Services (193). This makes IOOF the largest licensee after it finalised its acquisition of MLC Wealth in early June 2021. Interprac Financial Planning netted a loss of 22 advisers between June and July with 279 at the end ... |
| | | | ... funds under administration (FUA) being migrated onto Evolve. The company also recently completed its acquisition of MLC Wealth from National Australia Bank, adding 406 financial advisers to IOOF and making key appointments. The merger has also doubled ... |
| | | | ... IOOF financial advice firms joined Count Financial ahead of the MLC acquisition. IOOF completed the acquisition of MLC Wealth earlier this month, comprising its financial advice, platforms, and asset management business for $1.44 billion. Following the ... |
| | | | ... cover all of the clients affected. In 2018, the Hayne Royal Commission heard NAB and its two trustees, NULIS Nominees and MLC Nominees, breached the Corporations Act and Superannuation Industry Act with respect to plan service fees (PSF) and adviser ... |
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