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IOOF
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....
Editorial
Apart from volatile markets and investor sentiment, this year has also seen major policy developments, new investment trends and key career and business moves. Tim Stewar...
Editorial
Plan B's Andrew Black could be forgiven for thinking he is being followed by IOOF in the wake of its acquisition of the dealer group....
Editorial
AMP's acquisition of Cavendish Group marked the beginning of a major push into the SMSF sector, while in the same month IOOF launched its bid for Plan B....
Policy & Regulation
IOOF has announced a range of changes to the fee structure of its Pursuit platform with an eye to ensuring it is ready for incoming FOFA changes....
Financial planning
Whilst huge winds of change batter the investment and regulatory environment, a fundamental shift in the way consumers interact with technology is altering the nature of ...
Financial planning
Spurred by regulatory change and technological advances, investment platforms are driving into traditional financial planning software spaces, including customer relation...
Financial planning
With major legislative change set to occur, the role software, technology and new media are playing in financial planning today is unprecedented....
Financial planning
Three Plan B board members have now departed as IOOF's takeover offer progresses to the compulsory stage....
Financial planning
FOFA has radically altered the dynamics of financial planning platforms, generating new approaches across the industry and between platform providers....
Financial planning
IOOF has extended the period for Plan B shareholders to accept a $0.60 per share takeover offer by two weeks to 25 September....
Financial planning
Institutions have been a 'safe port in the storm' for financial advisers, but may face a challenge to retain top advisers when markets recover....
Financial planning
IOOF has passed the halfway mark in its planned acquisition of Plan B, whose board has urged remaining shareholders to accept IOOF's current offer....
Editorial
IOOF has announced an underlying profit of $96 million for the financial year, while the DKN acquisition has slightly boosted funds under management....
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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...