IOOF

Features

Since the inception of FE fundinfo Crown Fund Ratings in 2017, there have only been three funds within the Australian Core Strategies universe that have been consistently...

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Features

IOOF and First Sentier Investors lead the way when it comes to 5 Crown funds, but Colchester Global Investors has seen all four of its funds rated 5 Crowns in the latest ...

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Financial planning

AMP Financial Planning has seen its adviser numbers drop below 800 this week, according to HFS Consulting....

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Financial planning

Four former IOOF-licensed firms, four of them Bridges operatives, have moved home to Count Financial....

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Financial planning

Chelsea Wealth Management has conducted a competitive tender process and opted to move under the Matrix Planning Solutions license....

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Financial planning

Salaried advisers may have fewer administrative headaches when compared to their self-employed counterparts but, ultimately, they do not legally own their clients. ...

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Financial planning

While financial advisers have signalled they are generally open to switching licensees, salaried advisers have strongly signalled they are attracted to self-employment....

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Financial planning

There is plenty of competition between dealer groups to take advantage of the uncertainty which has accompanied IOOF’s acquisition of MLC Wealth by recruiting attractive ...

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Financial planning

IOOF’s acquisitions and consequent strategies have seen it post a solid first-half and deliver a special dividend....

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Financial planning

The combined loss of advisers for IOOF/MLC has reached 252 advisers since IOOF announced the purchase of MLC in August last year and is now nearing AMP Group which has lo...

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Financial planning

Count Financial continues to be active in recruiting advice firms from both the MLC and IOOF licenses....

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Financial planning

GWM Adviser Services topped the list in terms of the biggest net losses for adviser roles this week after another 12 were slashed, according to data from HFS Consulting....

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Financial planning

This has been a tough week for IOOF given that the financial planning groups operating under its umbrella have topped the list for the highest declines in adviser numbers...

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Funds management

Nikko Asset Management is still looking to IOOF despite the company reporting a downturn of $0.4 billion in funds under management....

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Financial planning

IOOF chief executive, Renato Mota, has downplayed the impacts of advisers who have exited....

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago