GEOFF LLOYD

Financial planning

Newly launched wealth technology platform HeirWealth has appointed multiple senior industry figures to its advisory board including former MLC CEO Geoff Lloyd as chair....

People & Products

Allianz Retire+ has announced a reshuffle of its retirement advisory board, welcoming three new members. ...

People & Products

The former chief executive of an ASX-listed asset manager and industry veteran has joined the board of online investing platform Stake as chairman....

People & Products

DASH Technology has appointed former MLC chief executive, Geoff Lloyd, as its new chairman....

image
People & Products

Geoff Lloyd will leave MLC after two years at the helm following the recent sale agreement with IOOF....

image
Features

Mike Taylor writes that timing is everything and that while Westpac and ANZ have largely cleared their books of their wealth management businesses, the Commonwealth Bank ...

image
Financial planning

Tough times and the prospect of hardship access to superannuation has emphasised the need for good financial advice, according to MLC Wealth....

image
Financial planning

The Financial Services Council chairman, Geoff Lloyd, says despite the drastic changes to the industry, it is up to them to continue to adapt. ...

image
People & Products

The Financial Services Council has appointed BT’s Kathy Vincent, to its board, with her background in product, portfolio strategy, and marketing contributing to her selec...

image
People & Products

Three new faces have joined the Financial Services Council board, at the same time as long-serving deputy chair Brad Cooper makes way for David Bryant to take up the role...

image
People & Products

The Financial Services Council has announced the appointment of Bryce Doherty and Ben Walsh to its board....

image
People & Products

The Financial Services Council (FSC) has announced two new board appointments, with Brian Benari becoming co-deputy chairperson and Marianne Perkovic taking up a director...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 days 6 hours ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

2 months ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months 1 week ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

3 weeks 6 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

2 weeks 6 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

2 weeks 4 days ago