darren whereat

Financial planning

‘Episodic’ advice practices to be new wave of businesses

There will be more advice practices popping up to service clients that only want once-off advice and those practices need to invest in technology to lower the cost of adv...

Financial planning

Will IOOF overtake AMP as largest licensee?

With its acquisition of MLC Wealth, IOOF now has around 1,500 authorised representatives surpassing AMP’s 1,443. ...

Financial planning

Advisers exceed expectation of 95% of clients

The barriers to seeking advice are perceived rather than actual and are not reflected in the real-life experiences of individuals who receive advice, according to an IOOF...

Features

InFocus: When the big banks left they took their money off the table

There is no lack of competition between licensees to attract good financial planning businesses, but Mike Taylor writes, the days of the deep pockets of the big banks are...

Financial planning

Advisers' businesses unsustainable if only looking for cheap licensees

Advisers need to be confident that a prospective licensee will be around in the future if they are looking for a discounted licensee, according to a panel....

Financial planning

Adviser choices will determine if IOOF becomes largest planning group

The number of MLC advisers choosing to join IOOF will determine if the firm will be the largest dealer group in the country as it is not looking to acquire any more advic...

People & Products

IOOF expands advice team

Wealth manager IOOF has appointed Leanne Gregory-Aylett as general manager advice delivery....

People & Products

IOOF hires regulation and remediation expert

IOOF has made a key appointment to its advice governance team, just one day after its chief executive, Chris Kelaher, stepped aside as the company faces intense regulator...