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IOOF
Financial planning
There will be more advice practices popping up to service clients that only want once-off advice and those practices need to invest in technology to lower the cost of adv...
Financial planning
This week 103 advisers left the industry during a period which saw a lot of adviser movement thanks to IOOF finalising its absorption of MLC Wealth advisers. ...
Financial planning
With its acquisition of MLC Wealth, IOOF now has around 1,500 authorised representatives surpassing AMP’s 1,443. ...
Funds management
There are four funds set to benefit from the completion of the acquisition of MLC Wealth by IOOF from National Australia Bank, which makes it Australia’s largest wealth m...
Financial planning
The acquisition has doubled the size of the IOOF business to $494 billion in funds under management and will see a single senior leadership and management structure in pl...
Awards
Being defensively positioned before and during the worst of the pandemic has helped the Quay Global Real Estate fund win the Global Property Securities category at this y...
Awards
Taking the time to look away from industry leaders and source boutique investment managers has helped the IOOF MultiMix Balanced Growth win at this year’s Money Managemen...
Funds management
The partnership will see Invesco manage over $23 billion in index investments with the ANZ pensions and investments business that was acquired by IOOF....
Funds management
With Centrepoint Alliance returning 230%, which funds are offering exposure to the wealth management space?...
Funds management
In a period of regulatory change and market volatility, one wealth manager is leading the charge in share price performance after a difficult few years....
Funds management
IOOF’s bid to acquire MLC, including NULIS Nominees, has been approved by the prudential regulator, and is working towards a completion date of 31 May, 2021....
Financial planning
ASIC has announced that IOOF licensees, Bridges and RI Advice, have entered into a commitment on remedial action around client files....
Financial planning
New research has confirmed that people who are receiving financial advice believe the benefits significantly outweigh the costs....
Financial planning
The Financial Executive Women Positive Progression of Women Award aims to recognize and celebrate individuals who have promoted and contributed to supporting gender equal...
Funds management
Eight of IOOF’s funds received 5 Crowns in the latest FE fundinfo Crown Fund Ratings rebalance and Money Management looked at the returns of those funds over the three-ye...
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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...