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IOOF
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....
Features
IOOF’s acquisition of MLC Wealth has confirmed the multi-billion dollar exit of the major banks from wealth management in Australia at the same time as handing the firm s...
Superannuation
The Australian Securities and Investments Commission is backing the Federal Court’s precedent in the IOOF case on how and when superannuation funds can use member reserve...
Financial planning
With IOOF yet to bed down its acquisition of MLC Wealth, competitor licensees have already revealed themselves by seeking to recruit disenchanted and worried advisers....
Funds management
In one of the first full-market assessments since the start of the COVID-19 pandemic, the latest FE fundinfo Crown Ratings rebalance has revealed a picture of outcomes dr...
MARKET INSIGHTS
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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...