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
As advisers risk losing two-thirds of FUA during the $3.5 trillion wealth transfer, two co-founders underscore why fostering trust with the next generation is vital to retaining intergenerational wealth.
As advisers seek greater insights into FSCP determinations, what are the various options considered by the panel and can a decision be appealed?
Amid the current financial adviser shortage, advice firm Link Wealth is looking to expand its financial literacy program for high school students across the country.
TAL Risk Academy has updated its range of ethics courses to help financial advisers meet their CPD requirements following adviser feedback, including interpreting FSCP determinations.
