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IOOF
Financial planning
The major banks’ pursuit of the vertically-integrated bancassurance model has run its course and they should instead be looking to partnerships, according to IOOF....
Financial planning
Self-licensed advisers may be independent but desire peer-based learning to see how other businesses implemented solutions and strategies....
Editorial
Mike Taylor writes that seven years after AMP Limited acquired AXA Asia Pacific, IOOF has moved from bit-player to dominant non-institutional wealth organisation....
Financial planning
ANZ has announced the sale of its OnePath pensions and investments and alisnged dealer groups business to IOOF....
Funds management
IOOF has completed the acquisition of National Australia Trustees Limited by its trustee business, AET, after entering into an agreement with NAB in June....
Financial planning
Financial advisers could explore workplace super as an opportunity to grow their client base and revenue stream and become the point of employee contact....
Features
Oksana Patron writes that out of the highest charging international equity funds, only one fund performed in the first quartile for the year to 31 July 2017. This is part...
Financial planning
IOOF chief executive, Christopher Kelaher has attributed a strong full-year result to the company’s advice-led strategy....
Funds management
IOOF has appointed Paul Crisci as Australian equities portfolio manager in the IOOF Investments business, replacing now CIO, Dan Farmer....
Financial planning
IOOF has today announced that Mercer Australia has been appointed as the asset consultant for IOOF Investments....
Financial planning
Advisers need to express and demonstrate the long-term benefits of paying a higher fee in return for excess returns as strong market conditions are not going to stay the...
Funds management
IOOF has acquired National Australia Trustees Limited in a move which gives it a dominant position in the trustee market....
Financial planning
IOOF has unveiled an enhancement to the IOOF Online smart functionality to extend a new range of options to advisers....
People & Products
Former Zurich executive, Andy Marshall, has joined IOOF as national manager, IOOF Alliances....
Superannuation
The PC’s recommended default super changes would end the proliferation of super accounts and would reduce overall fees, according to IOOF....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...