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....

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People & Products

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

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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 ...

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Financial planning

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

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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. ...

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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...

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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...

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People & Products

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

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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...

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MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

3 days 21 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 1 day ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 19 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 day 21 hours ago