IOOF switches focus to advisers
IOOF is restructuring its sales team and redesigning distribution efforts to meet a new core commitment, which will see an increasing focus on advisers and clients rather than on product-based sales initiatives.
The former head of IOOF Super, Steve Black, would move to a new position as the head of client delivery, while former head of investment sales, Daniel Dalton, has been appointed as head of specialist solutions. Queensland state manager, Julie Wise, would move to the position of head of sales enablement.
The appointments follow the announcement of Chris Weldon as IOOF head of product and Dominique Ambrogio as national marketing manager.
AUTHOR
Hope William-Smith
Recommended for you
Two law firms have highlighted licensees’ responsibility to ensure they have sufficient cyber security measures in light of the enforcement action against Fortnum Private Wealth.
A former director has pleaded guilty to providing financial product advice without holding an AFSL which saw almost $2 million transferred to him.
Commonwealth Private Limited, a subsidiary of Commonwealth Bank of Australia, has launched a wholesale offering with the help of JPMAM.
Shaw and Partners’ new national head of private wealth believes the biggest challenge for financial advisers right now is being able to deliver efficient advice delivery amid a complex regulatory environment and growing investment universe.
