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IOOF
Funds management
IOOF’s bid to acquire MLC, including NULIS Nominees, has been approved by the prudential regulator, and is working towards a completion date of 31 May, 2021....
Financial planning
ASIC has announced that IOOF licensees, Bridges and RI Advice, have entered into a commitment on remedial action around client files....
Financial planning
New research has confirmed that people who are receiving financial advice believe the benefits significantly outweigh the costs....
Financial planning
The Financial Executive Women Positive Progression of Women Award aims to recognize and celebrate individuals who have promoted and contributed to supporting gender equal...
Funds management
Eight of IOOF’s funds received 5 Crowns in the latest FE fundinfo Crown Fund Ratings rebalance and Money Management looked at the returns of those funds over the three-ye...
Features
Since the inception of FE fundinfo Crown Fund Ratings in 2017, there have only been three funds within the Australian Core Strategies universe that have been consistently...
Features
IOOF and First Sentier Investors lead the way when it comes to 5 Crown funds, but Colchester Global Investors has seen all four of its funds rated 5 Crowns in the latest ...
Financial planning
AMP Financial Planning has seen its adviser numbers drop below 800 this week, according to HFS Consulting....
Financial planning
Four former IOOF-licensed firms, four of them Bridges operatives, have moved home to Count Financial....
Financial planning
Chelsea Wealth Management has conducted a competitive tender process and opted to move under the Matrix Planning Solutions license....
Financial planning
Salaried advisers may have fewer administrative headaches when compared to their self-employed counterparts but, ultimately, they do not legally own their clients. ...
Financial planning
While financial advisers have signalled they are generally open to switching licensees, salaried advisers have strongly signalled they are attracted to self-employment....
Financial planning
There is plenty of competition between dealer groups to take advantage of the uncertainty which has accompanied IOOF’s acquisition of MLC Wealth by recruiting attractive ...
Financial planning
IOOF’s acquisitions and consequent strategies have seen it post a solid first-half and deliver a special dividend....
Financial planning
The combined loss of advisers for IOOF/MLC has reached 252 advisers since IOOF announced the purchase of MLC in August last year and is now nearing AMP Group which has lo...
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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...