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IOOF
Funds management
IOOF is using the shift to complementary wealth accumulation strategies to try to drive up the use of investment bonds in the longer term....
Financial planning
IOOF has released a mobile information application as part of its AdviserConnect program....
Financial planning
Concerns have been raised about the ever-shrinking independent dealer group sector and the potential impacts on the advice provided to clients in the future....
Editorial
Money Management’s Top 100 Dealer Group data has underscored the re-emergence of institutions as the dominant force in Australian financial planning....
Top 100
Consolidation is changing the face of the financial planning dealer group sector before our eyes, while small-to-medium players continue to struggle....
Editorial
Mike Taylor asks whether the formation of BT Select and the continuing competition between BT and Count Financial reflect the end of the current dealer group model....
Financial planning
IOOF's offer to purchase Plan B at a 33 per cent premium was cited by the Plan B board as a major factor in its decision to unanimously recommend the takeover....
Financial planning
IOOF has entered into an agreement whereby it will acquire all ordinary shares of Plan B, which is also the majority owner of My Adviser....
Financial planning
An Avenue Capital Management firm has rebranded as MC2 Wealth under its new licensee, IOOF's Lonsdale Financial Group....
Financial planning
Avenue Capital Management's 30 financial advisers across 15 practices will become authorised representatives of IOOF's Lonsdale Financial Group, IOOF has announced....
Financial planning
After a sizeable dip in FUM in 2011, the total platform market ended the year to 31 March 2012 almost unchanged....
Funds management
The future of funds management group Australian Ethical will be decided at a key meeting of shareholders in Canberra today....
Editorial
Multi-manager funds might have done well on the inflows front, but the dispersion between returns across the sector has been at its widest for a number of years. This cou...
Editorial
As a number of dealer group heads have found themselves out of a job, Mike Taylor writes that it is symptomatic of the impending death of the traditional financial planni...
Superannuation
The Government needs to remember that superannuation is a long-term investment and stop tinkering with the rules, according to former Liberal Treasurer Peter Costello....
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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...