DARREN WHEREAT

Financial planning

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...

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Financial planning

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

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Financial planning

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...

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Features

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...

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Financial planning

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....

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Financial planning

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...

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People & Products

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

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People & Products

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...

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago