IOOF

Financial planning

Just weeks after it lost two of its key executives to rival Financial Wisdom, IOOF-owned dealer group Winchombe Carson has sought to bolster its executive team....

Financial planning

Consistency is key for Perennial

Perennial Investment Partners is the winner of the Australian fixed interest category of the Money Management Fund Manager of the Year Awards. This category has been incl...

Superannuation

Platforms reap super rewards

The platform market has neatly divided itself into two segments — with providers such as Asgard, BT and Navigator in one group, and the other made up of a variety of smal...

Editorial

Perennial underlies IOOF profit

Strong performance by IOOF’s funds management arm, Perennial Investments, has boosted the financial services group’s half year results....

Financial planning

Count buys IOOF software

Count Financial has bought the planning software already used by most of its advisers, Interact, from IOOF Investment Management after the latter opted to sell the packag...

Financial planning

Aust Unity signs with IOOF back office

Australian Unity Financial Planning has replaced Garrisons as its back office administrator following a deal being struck with IOOF Funds Management-owned OutScope....

Financial planning

IOOF back in court over adviser dispute

IOOF has been slammed by a Victorian Supreme Court Judge over its “appalling” retrieval of records in relation to a protracted legal dispute with advisers who alleged the...

Financial planning

IOOF takes Outscope to market

IOOF has made an aggressive bid for a share of the administration market, renaming its in-house back office subsidiary Australian Financial Planning Network as OutScope a...

Financial planning

IOOF won’t be press-ganged into acquisitions

IOOF is refusing to rule out hitting the acquisition trail – given it is debt-free and has $70 million in the bank – but stresses it won’t be making any rash decisions an...

Financial planning

AM Corp investors stick with IOOF

IOOF will pay former AM Corporation management “the high end of the $12.6 million scale” of a funds under management retention deal struck when AM Corp was acquired by th...

Financial planning

Advisers promised a say in this partnership

Melbourne-based boutique dealer Financial Partnership wants its planners to feel they have a say in the business, something it believes is sorely lacking elsewhere. John ...

Financial planning

Series departure triggers Perennial review

Perennial Investment Partners has had its international equities funds placed “on hold” by Assirt Research following news of the impending departure of portfolio manager ...

Editorial

IOOF profits begin to shine

IOOF management is no longer living ‘hand to mouth’ as greater earnings certainty, stemming partly from positive inflows in the 2004 financial year, is enabling managemen...

Financial planning

One year on at CFS

Craig Phillips talks to Colonial First State general manager distribution Richard Nunn about the changes to distribution strategy at CFS over the past year....

Financial planning

Colonial looks at Asia-Pacific expansion

Colonial First State is seeking to expand its reach across the Asia-Pacific region by forming a series of alliances with fund managers in those countries to distribute a ...