Search ResultsShowing 1 - 10 of 47 results for "NAB Financial Planning"
MLC transforms advice business
KARREN VERGARA  |  THURSDAY, 15 AUG 2019
... Apogee and Meritum brands. The group will exit the self-employed franchise models of MLC Advice Stores and NAB Financial Planning. A simpler pricing model between MLC and advice business owners will be introduced, Lloyd said, which provides more optionality ...
MLC Wealth shuffles leadership
HARRISON WORLEY  |  THURSDAY, 25 JUL 2019
... growth in funds under management from about $70 billion to over $200 billion. Current general manager of NAB Financial Planning and NAB Direct Advice Tim Steele has also been promoted, and will assume the role of group executive, retirement and investment ...
NAB remediation bill hits $1.1bn
JAMIE WILLIAMSON  |  THURSDAY, 18 APR 2019
... provisions include non-compliant advice provided to its wealth customers; adviser service fees charged by NAB Financial Planning salaried advisers; and adviser service fees charged by NAB Advice Partnerships advisers. In fact, misconduct within its wealth ...
Banks, ASIC still at war over fees-for-no-service
HARRISON WORLEY  |  TUESDAY, 12 MAR 2019
... of Count Financial, Financial Wisdom and the Pathways division of CFPL would continue. NAB's review of NAB Financial Planning and its associated remediation payments are due for completion by the end of this year, while the review and remediation programs ...
MLC drops wrap and super admin fees
DARREN SNYDER  |  TUESDAY, 29 JAN 2019
... said he is confident the new price changes will be well received by financial advisers. Additionally, NAB Financial Planning and NAB Direct Advice no longer accept grandfathered commissions from NAB Wealth superannuation and investment product provid ...
NAB to end financial planning compliance issue
HARRISON WORLEY  |  TUESDAY, 15 JAN 2019
... reached out to all clients impacted by a compliance issue that originally surfaced in 2017 . The issue saw NAB Financial Planning conduct a review of client beneficiary nomination forms after the bank found an adviser and their support staff did not ...
Shareholders put NAB board in the hot seat
KARREN VERGARA  |  WEDNESDAY, 19 DEC 2018
... 304,000 customers has been closed. "We have also agreed on a remediation methodology with ASIC that will see NAB Financial Planning refund adviser service fees to those customers who didn't get the services they paid for. That is starting this week ...
Grandfathered commissions: Where to from here?
JAMIE WILLIAMSON  |  WEDNESDAY, 19 DEC 2018
... considered," CBA Wealth Management chief operating officer Michael Venter said. NAB has also announced that NAB Financial Planning and NAB Direct Advice advisers will no longer accept grandfathered commissions from NAB Wealth super and investment product ...
MLC, NULIS in court over $100m in illegitimate fees
JAMIE WILLIAMSON  |  THURSDAY, 6 SEP 2018
... Overall, remediation for impacted customers is expected to exceed $850m. Earlier this week, NAB announced NAB Financial Planning (FP) and NAB Direct Advice will no longer accept grandfathered commissions from NAB Wealth superannuation and investment ...
Former ANZ GM joins NAB
HARRISON WORLEY  |  THURSDAY, 14 JUN 2018
... regional advice general manager covering similar geographical areas as Motton. Adrain De Silva joined NAB Financial Planning in January as general manager for South Australia, Western Australia and the Northern Territory.
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