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IOOF
Editorial
It may have taken 10 years, but predictions that the platform market would shrink to a handful of providers have finally come true. Yet Jason Spits discovers that it's no...
Financial planning
IOOF appears to have reaped the benefits of its merger with AWM and its acquisition of Skandia....
Financial planning
IOOF Holdings has appointed Russell Investments as its investment consultant to help manage its $10 billion multi manager portfolios within the funds management division....
Editorial
The executive chairman of Count Financial, Barry Lambert, recently demonstrated the degree to which consolidation has become a focal point in the Australian financial ser...
People & Products
IOOF has appointed Renato Mota as general manager, distribution, effective immediately....
Editorial
While much of the debate around NAB/MLC’s acquisition of AXA Asia Pacific has focused on who controls which dealer group, Mike Taylor argues that control of the platforms...
Financial planning
Control of the Australian platform market has nearly halved in the past four years to be dominated by three of the nation's big four banks, a situation that would be exac...
Superannuation
Australians need to look at long-term saving options that sit outside superannuation if they are to have enough money to maintain their current lifestyle in retirement, a...
Financial planning
Speculation around a possible ANZ takeover of IOOF appears to be cooling after initial reports surfaced over the weekend....
Financial planning
The consolidation of the financial services industry is being reflected in the platform market. Mike Taylor reports...
Financial planning
The picture of a positive third quarter continues to evolve, with IOOF Holdings revealing funds under management, administration, advice and supervision (FUMAS) has incre...
Financial planning
The AIOFP has put out tenders to eight platform providers to provide four white label platforms in an effort to ultimately lower the cost of fee-for-service to its member...
Financial planning
IOOF Portfolio Solutions' Pursuit Select Platform now has a Direct Shares functionality on three products, opening up a new set of strategies for clients....
Editorial
IOOF Holdings has flagged the sale of its life insurance business in its 2009 annual results, in which it posted a 32.1 per cent loss in net profit to $15.85 million....
Financial planning
While some advisers may feel they don't have the skills to deal with estate planning, investment bonds allow them to offer an estate planning strategy within their existi...
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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...