IOOF
Financial planning
An IOOF subsidiary, Bridges Financial Services Group, today announced to the Australian Securities Exchange that it would acquire Bendigo and Adelaide Bank’s financial pl...
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...
Policy & Regulation
A Sydney law firm has announced a class action against IOOF based on losses to shareholders resulting from the Royal Commission and the action initiated by the Australian...
Funds management
The Allan Gray Australia Stable Fund is now available on IOOF platforms, which includes Pursuit....
Financial planning
IOOF appears to have contained the fall-out from an end to grandfathering and threats to life/risk commissions because of its ‘self-employed advice model’....
People & Products
Copia Investment Partners has appointed Matt Roberts as its new distribution manager in its Sydney office....
Superannuation
A key parliamentary committee has questioned the future of ANZ’s sale of the OnePath pensions and investments business to IOOF....
Superannuation
The Royal Commission’s final report has thrown completion of the sale of ANZ’s superannuation businesses into even more serious doubt....
Funds management
Morningstar has awarded the Nanuk New World Fund with a five star rating for its three-year track record in the large cap world equity category....
Policy & Regulation
The IOOF acquisition of the ANZ pensions and investments business has been delayed to meet the requirements resulting from last year’s Australian Prudential Regulation Au...
Financial planning
ANZ chief executive, Shayne Elliott has told shareholders the sale of the banks aligned dealer groups is a done deal....
Financial planning
The Financial Adviser Standards and Ethics Authority’s business plan has revealed the financial adviser exam will cost millions and be the authority’s single biggest expe...
Policy & Regulation
Documentation examined during the Royal Commission suggests the Australian Prudential Regulation Authority was actively considering whether pursuing litigation would answ...
Policy & Regulation
IOOF managing director, Christopher Kelaher and chairman George Venardos have stepped aside from their positions pending the outcome of the Australian Prudential Regulati...
Policy & Regulation
The Australian Prudential Regulation Authority’s regulatory action against IOOF has prompted ANZ to “review” the sale of its wealth businesses to IOOF....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...