POWERED BY MOMENTUM MEDIA
MLC
Life/Risk
Risk advisers need to ensure their clients know that level premiums are not a guarantee and what to expect when their first-year discounts expire, according to life insur...
People & Products
MLC Asset Management has appointed Laura Hotaling as portfolio manager to its private equity team, building on several senior appointments announced earlier this year....
People & Products
Gillian Wilson has been appointed as portfolio manager of Antares Fixed Income, commencing from 13 September, 2021....
Funds management
The firm posted an underlying profit after tax increase of 19.2% despite drops in revenue for advice and investment management for FY21....
People & Products
Colonial First State has hired Anthony Lane from MLC as its group chief risk officer as it continues its senior leadership appointments spree....
Life/Risk
Risk specialist advisers will have a tough time growing new business as the life insurance market continues to shrink and the cost of advice continues to rise....
Financial planning
Already having difficulties accessing advice, stapling could add to the challenges younger generations face in getting the right financial products....
Financial planning
The last quarter of the 2021 financial year saw IOOF lose 33 self-employed advisers leading to an outflow of $2.2 billion but this was marginally offset by inflows of $0....
Features
As we enter a new financial year, Laura Dew explores the year that was and which asset classes performed best over the period. ...
Funds management
There are four funds set to benefit from the completion of the acquisition of MLC Wealth by IOOF from National Australia Bank, which makes it Australia’s largest wealth m...
Financial planning
The acquisition has doubled the size of the IOOF business to $494 billion in funds under management and will see a single senior leadership and management structure in pl...
People & Products
Kristian Zimmermann has been appointed as co-head of private equity, while Rachael Lockyer has joined as a portfolio manager....
Funds management
IOOF’s bid to acquire MLC, including NULIS Nominees, has been approved by the prudential regulator, and is working towards a completion date of 31 May, 2021....
People & Products
The financial advice technology firm has appointed MLC group executive advice, Geoff Rogers, to the role who will begin in June....
Financial planning
While financial advisers have signalled they are generally open to switching licensees, salaried advisers have strongly signalled they are attracted to self-employment....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....