RENATO MOTA

Financial planning

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

image
Financial planning

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

image
Financial planning

IOOF and BT have ended their platform arrangements, with HUB24 emerging the winner. ...

image
Financial planning

Millenium3 chief executive Helen Blackford will lead Lonsdale, Millennium3 and IOOF Alliances, and RI Advice chief executive Peter Ornsby will lead of RI Advice and Consu...

image
Financial planning

IOOF has announced it will not be provisioning beyond the $223 million for advice remediation it announced in August last year....

image
People & Products

IOOF has appointed of David Chalmers as its new chief financial officer as David Coulter will leave the firm in February 2020....

image
Financial planning

IOOF and ANZ are working towards completing the transaction regarding OnePath and Oasis by 30 January, 2020....

image
Financial planning

Advice remediation costs have dragged down IOOF’s profit but the company remains open to new advice acquisitions....

image
People & Products

IOOF has appointed Amanda Noble as chief risk officer in a newly-expanded role. ...

image
Financial planning

An IOOF update has left some in the market wondering which ANZ-aligned advice business with $1.4 billion in FUA jumped out of the IOOF acquisition....

image
Financial planning

IOOF’s new-confirmed chief executive, Renato Mota has confirmed the inevitability of change to the company’s commercial models around advice resulting from the removal of...

image
Policy & Regulation

IOOF managing director, Christopher Kelaher and chairman George Venardos have stepped aside from their positions pending the outcome of the Australian Prudential Regulati...

image
Financial planning

IOOF has sought to ensure the retention of newly-acquired ANZ aligned advisers by offering participation in an ‘Adviser Recognition Program’ with vesting heavily reliant ...

image
People & Products

Following their acquisition by IOOF, ANZ Wealth’s aligned advice licensees and supporting teams are set to join the advice firm on 1 October this year. ...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago