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IOOF
Superannuation
Financial advisers may be unaware of the hidden costs with regards to the taxation treatment of lump sum benefits from superannuation, according to Damian Hearn....
Financial planning
Industry consolidation, particularly involving large dealer groups, has the potential to shift large volumes of funds under management from current investment platforms i...
People & Products
Lonsec has made further appointments to its research team, including a specialist quantitative analyst and a senior consultant...
Policy & Regulation
Major platform providers have called for parts of the Future of Financial Advice (FOFA) reforms to be delayed due to lingering uncertainty with respect to grandfathering ...
Financial planning
Major platform providers across the industry are now moving away from a heavy period of platform consolidation to focus on developing and upgrading the remaining products...
Financial planning
FOFA reforms will mean financial advice groups will either move down the vertical integration path towards a hybrid model or focus purely on the professional advice model...
Financial planning
HUB24 has added seven dealer groups and three separately managed account managers to its client list, the platform provider has announced....
Financial planning
Former DKN CEO Phil Butterworth made the decision to join a new business unit at BT Financial Group, regardless of whether fellow DKN and Lonsdale executives would also m...
Financial planning
There have been more high-level departures from DKN and Lonsdale following a merger with IOOF, including Lonsdale CEO Mario Modica....
Financial planning
DKN chief executive Phil Butterworth departs with Lonsdale's Mario Modica being elevated. ...
Financial planning
DKN Financial Group was officially removed from public listing yesterday and five non-executive board members resigned from the group....
Policy & Regulation
IOOF warns FOFA changes may have unintended consequence of placing pressure on age pension....
Financial planning
IOOF's proposed takeover of DKN is due to go ahead today, after it received approval from the Supreme Court of Victoria....
Superannuation
Bendigo Wealth is targeting fee-for-service independent financial advisers (IFAs) with the launch of a low-cost, 'true-to-label' superannuation product called SmartStart ...
Financial planning
Two Western Australian financial planning practices have joined the IOOF Advice Division....
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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...