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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
  • Time to read 2 min read
  • Private

JBWere full member of RIAA

JBWere has become a full member of the Responsible Investment Association Australasia (RIAA), the peak industry body representing responsible, ethical and impact investors across Australia and New Zealand.

  • 16.10.2018
  • Time to read 1 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
  • Time to read 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
  • Time to read 2 min read

NAB Article

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NAB welcomes ASIC ban against former banker

ASIC today announced its decision to ban Mr Rabih Awad from engaging in credit activities and providing financial services for seven years, after he was investigated by ASIC for loan fraud.

  • 11.07.2018
  • Time to read 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
  • Time to read 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
  • Time to read 1 min read
  • Private

Australian SMSF investors remained red hot for equity in 2017

Appetite for equity investing among Australian Self-Managed Super Fund (SMSF) investors surged in 2017, with international shares, domestic exchange traded funds, mFunds and partially paid shares the top new investment picks for investors, new data from nabtrade revealed today.

  • 21.01.2018
  • Time to read 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
  • Time to read 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
  • Time to read 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
  • Time to read 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
  • Time to read 2 min read
  • Private

NAB among global industry leaders in 2017 Dow Jones Sustainability Index

With a score of 93, NAB has this year achieved the third highest score for the Banking and Finance Sector globally ranking amongst the global industry leaders in the Dow Jones Sustainability Index (DJSI) for the fifteenth year in a row.

  • 07.09.2017
  • Time to read 1 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
  • Time to read 3 min read
  • Budget

Pre-retirees urged to consider nest eggs now

Almost half of Australians between the ages of 50 and 70 are at risk of falling short of a comfortable retirement, according to new research released by MLC today.

  • 28.08.2017
  • Time to read 3 min read