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IOOF
Financial planning
AMP Financial Planning has lost its status as the single biggest financial planning group in Australia by adviser number, according to HFS Consulting’s data from 31 Decem...
Financial planning
IOOF and BT have ended their platform arrangements, with HUB24 emerging the winner. ...
Financial planning
Over 2,170 roles were shed during the first six months of the year, and AMP Financial Planning saw the largest departure of 315 roles, according to data. ...
Life/Risk
As the Australian Securities and Investments Commission kicks off its review of the Life Insurance Framework a new report has defended the value of life/risk commissions....
Financial planning
A majority of Godfrey Pembroke advisers have signalled they will be signing up to a new Godfrey Pembroke-branded license under IOOF but around 25% appear to have made alt...
Financial planning
The barriers to seeking advice are perceived rather than actual and are not reflected in the real-life experiences of individuals who receive advice, according to an IOOF...
Features
There is no lack of competition between licensees to attract good financial planning businesses, but Mike Taylor writes, the days of the deep pockets of the big banks are...
Features
Amid the challenges of the COVID-19 pandemic, Australian financial advisers were also witness to significant changes, writes Mike Taylor, not least with respect to AMP an...
Financial planning
In a significant shift amid the transition of advice firms from MLC Wealth to IOOF a key Godfrey Pembroke firm, Ascent Private Wealth has opted to break ranks and move to...
Features
The two largest financial planning organisations have increasingly been singing from the same hymn book in delivering their policy messages to Canberra but they are still...
Financial planning
Centrepoint Alliance is urging advice practices to consider long-term quality over short-term incentives as competition between the major dealer groups heats up in the wa...
Financial planning
Advisers need to be confident that a prospective licensee will be around in the future if they are looking for a discounted licensee, according to a panel....
People & Products
Geoff Lloyd will leave MLC after two years at the helm following the recent sale agreement with IOOF....
Editorial
The banks are out, scores of advisers are heading for the exits and it is time for Governments to stand back and let the financial planning industry succeed. ...
Top 100
Money Management’s 2020 TOP Financial Planning Groups research has confirmed the number of planners working at the biggest groups has dwindled to its lowest levels in yea...
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...