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Financial planning
Perennial Investment Partners has moved to extend its reach into the financial planning community and has appointed the former head of distribution at Credit Suisse Asset...
Financial planning
IOOF has given an indication of the roles that will be performed by it and Perennial under the new ownership structure going forward with the announcement that Perennial ...
Financial planning
IOOF has announced it will acquire the remaining share of Perennial Investment Partners it does not currently own for an initial payment of $67.9 million plus a possible ...
Financial planning
Perennial emerged as the stand-out performer within the IOOF Group, increasing wholesale funds under management by 50.2 per cent to $15.4 billion, according to IOOF chief...
Financial planning
The IOOF-owned dealer groups of Winchcombe Carson and Financial Partnership have been amalgamated to form a new brand called Consultum Financial Advisers....
Financial planning
Jarrod Brown has resigned his position as head of retail funds management with IOOF effective immediately....
Financial planning
In September 2004, term allocated pensions (TAPs) were launched onto the market with significant fanfare. However, the changes to superannuation announced in the budget m...
Financial planning
IOOF has lifted its stake in dealer group Financial Partnership to 100 per cent as part of an ongoing effort to strengthen its retail distribution capacity....
Financial planning
Three Victorian financial planners have been awarded $800,000 in damages against IOOF in a court case over the sale of the company’s building society to Bendigo Bank in 1...
Financial planning
Improved cash earnings and funds under management and administration have delivered record half-yearly results for IOOF, with net profit after tax jumping 64 per cent to ...
Superannuation
The desire to spend now, repay later, has never been stronger in the Australian psyche. Credit card balances have never been higher and other forms of credit are at equal...
Financial planning
Advisers attending IOOF professional development days and technical training sessions will be eligible to receive CPD points following the company’s acceptance as a princ...
Financial planning
The Australian Consumers’ Association has echoed the sentiments of ASIC by calling for tighter controls over the mortgage broking industry in light of the proliferation a...
Financial planning
IOOF has revamped the structure of its financial planning group Winchcombe Carson in an effort to be more competitive in the advisory market....
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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...