IOOF

Policy & Regulation

APRA moves to disqualify IOOF executives including MD

The Australian Prudential Regulation Authority has initiated action against IOOF including seeking the disqualification of its most senior executives, including managing ...

People & Products

HUB24 appoints state and national managers

HUB24 has appointed a new state manager for NSW/ACT, and promoted current state manager, Andrew Fraser, to national manager for strategic sales. ...

Financial planning

ANZ locks in super sale timetable

ANZ has locked in the timetable for transferring its superannuation customers to IOOF even though it traverses the problematic Christmas/New Year period....

Financial planning

IOOF offers ‘Adviser Recognition Program’

IOOF has sought to ensure the retention of newly-acquired ANZ aligned advisers by offering participation in an ‘Adviser Recognition Program’ with vesting heavily reliant ...

Policy & Regulation

ANZ profit takes hit as it moves beyond wealth

ANZ’s full-year cash profit has taken a hit as it seeks to move beyond wealth remediation and costs associated with the Royal Commission....

Funds management

IOOF’s 1Q inflows reach $270 million

IOOF Holdings said net inflows in funds under management, administration and advice (FUMA) reached $270 million for the first quarter of 2019....

Financial planning

Changed landscape as banks exit wealth

The financial planning landscape is facing a tectonic shift as the major banks look to exit their wealth management business, something underlined in Money Management’s l...

Funds management

Global ex-US micro-cap fund launched in Australia

The US-based THB and local firm Brookvine have brought international micro-cap investing to Australia with the launch of the THB International (ex-USA) Micro Cap Fund....

Financial planning

Experts see future for dealership model

Despite the Royal Commission tainting perceptions of the financial services industry, a panel has told Money Management and Super Review’s Future of Wealth Management con...

People & Products

ANZ Wealth licensees prepare to join IOOF

Following their acquisition by IOOF, ANZ Wealth’s aligned advice licensees and supporting teams are set to join the advice firm on 1 October this year. ...

Policy & Regulation

RC asks why IOOF’s Kelaher has not appeared

Counsel assisting the Royal Commission has directly questioned why IOOF managing director, Christopher Kelaher was not appearing at today’s hearings rather than the compa...

Features

Fact Check: IOOF MultiMix International Shares Fund

After diving into FE Analytics to look at the IOOF MultiMix International Shares Fund, Hannah Wootton finds that the trust has delivered on the promises it lays out in it...

Financial planning

IOOF completes early on ANZ transaction

IOOF has completed its acquisition of ANZ’s aligned planning dealer groups well ahead of schedule and has accelerated the completion of its Pensions and Investments trans...