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Showing 1 - 10 of 100+ results for "NAB Wealth"

Lifespan appoints investment expert

KARREN VERGARA  |  FRIDAY, 18 JUN 2021
... superannuation, financial planning, investment management and retirement sectors. He was previously the head of retirement at NAB Wealth and JANA, national manager of retirement at Colonial First State, and head of wealth management for Australia and ...

Boutique manager names head of distribution

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
... of NAB's Meritum Financial Group for over three years and prior to that was the manager of business growth for NAB Wealth. NAB merged Meritum together with Garvan and Apogee in May 2020 under the umbrella of TenFifty Financial Group. Before NAB ...

New AMP Australia chief executive

ELIZABETH MCARTHUR  |  FRIDAY, 11 DEC 2020
... executive of Sunsuper from 2014 to 2019. Prior to that, he led the corporate and institutional wealth business at MLC/NAB Wealth, including leading subsidiaries Plum Financial Services and Jana Investment Advisers. During Hartley's time at Sunsuper ...

Boutique hires from MLC Asset Management

KANIKA SOOD  |  TUESDAY, 27 OCT 2020
... at MLC Asset Management. She has 20 years of experience with roles at MLC Asset Management, NAB Asset Management and NAB Wealth Distribution, Ellerston Capital, UBS Wealth Management, and Macquarie Bank. She has been tasked with developing further channel ...

Actuary of the Year named

ELIZABETH MCARTHUR  |  TUESDAY, 1 SEP 2020
... UniSuper and was previously chief financial officer and chief actuary at CommInsure. She was also chief actuary at NAB Wealth and head of insurance at KPMG earlier in her career. She inspired the establishment of the Actuaries Institute's Hackathon ...

Netwealth welcomes new distribution head

JAMIE WILLIAMSON  |  WEDNESDAY, 16 OCT 2019
... director, product enablement - asset management. Prior to this he was head of platform strategy and implementation at NAB Wealth. He brings more than 20 years' financial services experience, having also previously held roles with Macquarie and Vanguard. ...

Super fund hires strategy lead from MLC Life

KANIKA SOOD  |  MONDAY, 22 JUL 2019
... chief customer officer - bancassurance, digital and direct insurance. He played a lead role in MLC's demerger from NAB Wealth, UniSuper said. He has over 20 years of experience with previous roles including strategy development, digital, customer ...

NAB wealth exit delayed

HARRISON WORLEY  |  FRIDAY, 8 FEB 2019
The bank's separation from MLC is likely to be delayed. NAB said it was likely the planned divestment of its wealth management arm MLC would be delayed as far as June 2020. The bank said that while more detail was yet to arrive about the proposed legislative ...

MLC drops wrap and super admin fees

DARREN SNYDER  |  TUESDAY, 29 JAN 2019
... advisers. Additionally, NAB Financial Planning and NAB Direct Advice no longer accept grandfathered commissions from NAB Wealth superannuation and investment product providers.

Grandfathered commissions: Where to from here?

JAMIE WILLIAMSON  |  WEDNESDAY, 19 DEC 2018
... announced that NAB Financial Planning and NAB Direct Advice advisers will no longer accept grandfathered commissions from NAB Wealth super and investment product providers. Earlier, BT Financial Group announced it will scrap grandfathered commissions ...
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