• MLC

MLC Wealth appoints Chief Technology and Operations Officer

MLC Wealth today announced the appointment of Darren McKenzie as Chief Technology and Operations Officer, effective March 2020.

• 09.01.2020
• 1 min read

• Finance

MLC Wealth provides update on advice review

MLC Wealth today confirmed changes to create a simpler, more focused and sustainable Advice business, following an extensive and consultative review.

• 15.08.2019
• 2 min read

• MLC

MLC Wealth announces major new pricing initiatives across Wrap and MasterKey products

MLC Wealth today announced sweeping price changes across its Wrap and retail MasterKey Super and Pension Fundamentals product which will deliver administration fee cuts of up to 50 per cent.

• 28.01.2019
• 2 min read

• Private

NAB Financial Planning bringing Beneficiary Nomination Forms matter to a close for clients

NAB Financial Planning (NAB FP) has today confirmed it has proactively contacted all 2,520 clients identified as being impacted by falsely witnessed beneficiary nomination forms (BNF), helping to bring the matter to a close.

• 14.01.2019
• 2 min read

• Private

NAB moves on grandfathered commissions

NAB has today announced NAB Financial Planning (FP) and NAB Direct Advice will no longer accept grandfathered commissions from NAB Wealth superannuation and investment product providers.

• 03.09.2018
• 1 min read

• Private

NAB appoints Geoff Lloyd as CEO of MLC

National Australia Bank (NAB) Group Chief Executive Officer Andrew Thorburn today announced the appointment of Geoff Lloyd as CEO of MLC, effective 1 September 2018.

• 17.07.2018
• 2 min read

• Private

Now you’re talking! Virtual assistant set to change Aussies’ relationship with super

• 15.03.2018
• 1 min read

• Private

Statement on former Adviser Christopher Ramsay

Attributable to a a NAB spokesperson:

“In May 2017, Mr Ramsay left MLC Financial Planning.

• 26.02.2018
• 1 min read

• Private

NAB’s Financial Advice Customer Response Initiative Update

NAB welcomes today’s financial advice customer remediation update from ASIC, which demonstrates NAB’s ongoing commitment to improving outcomes for customers.

• 19.02.2018
• 1 min read

• Finance

Australians in for a boom with new super changes in 2018

Australians who are looking to buy their first home or are preparing for retirement could be in for a windfall in 2018, with a number of key superannuation changes expected to come into effect.

• 10.01.2018
• 2 min read

• Private

How to add thousands to your super in just 10 minutes

A simple super oversight is costing Australians thousands of dollars in their retirement, according to research released today by MLC.

• 19.12.2017
• 3 min read

• Finance

Women get frank about finance: MLC research reveals women feel in control but are unprepared

More than half of Australian women feel in control of their finances, but many are concerned about their savings and are missing out on valuable opportunities to boost their superannuation, according to new research released by MLC.

• 27.11.2017
• 3 min read

• Private

MLC Private Equity successfully completes HNW investor-based fund offering

One of Australia’s longest running private equity funds, MLC Private Equity, a division of NAB Asset Management, has today announced that its new MLC Private Equity Fund II has closed oversubscribed.

• 21.11.2017
• 1 min read

• Private

NAB research uncovers today’s Australian investors

When it comes to managing personal wealth, research shows many Australians continue to fall into one of three key investor ‘personas’.

• 11.09.2017
• 2 min read

• Private

Record number of young Australians turning to international and domestic shares to build wealth

Australian investors, as young as 18, are turning to the sharemarket in record numbers to build their wealth, according to new data released by nabtrade today.

• 31.08.2017
• 3 min read