06/26/2019

MLC Wealth’s Geoff Lloyd steps out from the shadows

NAB, MLC’s current owner of 18 years, has announced plans to exit the business via a sale or initial public offering, but whether the wealth manager ends up listed separately on the ASX, in the hands of private equity, or under the wing of another f

06/23/2019

Concierge Clubs Win Big in China

China’s economic ascent has established a powerful social group made of young entrepreneurs who amassed their own resources rather than building on a massive generational wealth transfer.

06/21/2019

Wealth management investigations spike

In the Royal Commission's final report, commissioner Kenneth Hayne recommended when ASIC identifies misconduct, its starting point should be "why not litigate?" instead of the "negotiate" tack the regulator has traditionally taken

06/20/2019

Global Wealth 2019: Reigniting Radical Growth

This year’s report also draws on data from more than 150 wealth managers, whose input yielded insights about the performance pressures that many firms are facing and about strategic areas for improvement.