IOOF

Financial planning

With an aging population, IOOF WealthBuilder is increasingly being used as part of a strategy which has the potential to deliver significant benefits to those preparing t...

Financial planning

Money Management has partnered with Tepana Financial Indices to bring you the 2013 Independent and Institutional Dealer Groups of the Year. ...

Financial planning

The NSW Court of Appeal has rejected a bid by three of Perennial’s directors to extract a multi-million dollar loss of control payment from IOOF. ...

Financial planning

IOOF has secured access to the syndicated loan market for its national network of advisers. ...

Funds management

The retail managed funds sector has grown 4.5 per cent in the March quarter; however the “sell in May and go away” syndrome may plague Australian markets later this year....

Financial planning

Fund manager Legg Mason has picked up key mandates in partnership with IOOF....

Funds management

IOOF partners with Legg Mason to establish Australian equities and listed property funds for its multi-manager line-up. ...

Financial planning

IOOF has moved to help prepare its planners for the new Future of Financial Advice regime with the release of a Fee Disclosure Statement Questions and Answers pack....

Financial planning

Count adds new firms to its network while delivering on platform fee reductions, a shorter SOA and new fee disclosure arrangements....

Financial planning

IOOF has posted strong results for the first quarter of 2013, with advice and platform segments increasing their contribution to the overall result....

Financial planning

Centrepoint Alliance managing director Tony Robinson departs the business and will be replaced by John De Zwart....

Financial planning

IOOF has partnered with Zurich Australia Limited to launch a new product targeted at SMSF clients....

Editorial

IOOF points to synergies from DKN and Plan B acquisitions after reporting a 28 per cent profit slide....

Financial planning

If retirees are your primary target market, you might be missing out on a fast-growing client base – Generations X and Y – writes Geoff Kellett....

People & Products

IOOF has appointed Mick Farrell to the newly created position of group general manager, dealerships....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks 1 day ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks ago