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IOOF
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....
Funds management
There is a danger Australian investors have been dug into a hole because of the market focus on resource stocks over the past 10 years, according to IOOF's head of Austra...
Tools & guides
General awareness among financial planners about issues associated with aged care is one thing, but having a strong knowledge in this area is another, writes IOOF’s Marti...
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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...