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IOOF
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...
Financial planning
Independent financial advisers aligned with MLC Wealth will have access to up to $10,000 to help them transition to IOOF, but it is in no way a ‘sign-on bonus’ according ...
Financial planning
Count Financial has announced that Sydney-based advice practice Small & Gunn has joined the group. ...
Financial planning
The exodus continues among financial advisers offset in a small way by a modest but growing number of provisional advisers. ...
Policy & Regulation
Financial services companies cannot necessarily rely on claims of legal privilege to prevent the Australian Securities and Investments Commission obtaining documents – so...
Financial planning
As platform migrations and consolidation occur, new data is pointing to a still small but growing number of advisers choosing to use industry funds. ...
Financial planning
The number of MLC advisers choosing to join IOOF will determine if the firm will be the largest dealer group in the country as it is not looking to acquire any more advic...
People & Products
Former IOOF portfolio manager Daniel Stojanovski will commence the role from 13 October, 2020....
Financial planning
Neither individual advisers nor financial planning dealer groups can directly influence what is included on IOOF’s platforms or on its approved products lists, according ...
Funds management
Two small/mid-cap Australian equity funds have been given the highest rating every six months for the last three years, according to the latest FE fundinfo Crown Ratings ...
Funds management
Upgrade from three 5 Crown funds to nine funds for the asset manager in the latest FE fundinfo Crown Ratings rebalance....
Editorial
As MLC advisers contemplate their migration to working under IOOF licenses, they might consider how different the story would be if they were individually licensed....
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...