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