Lonsdale

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...

Life/Risk

As ASIC begins its LIF review an adviser report tells its own story

As the Australian Securities and Investments Commission kicks off its review of the Life Insurance Framework a new report has defended the value of life/risk commissions....

Financial planning

IOOF appoints advice CEOs

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...

Financial planning

How IOOF leveraged its ‘self-employed advice model’

IOOF appears to have contained the fall-out from an end to grandfathering and threats to life/risk commissions because of its ‘self-employed advice model’....

Financial planning

Changed landscape as banks exit wealth

The financial planning landscape is facing a tectonic shift as the major banks look to exit their wealth management business, something underlined in Money Management’s l...