IOOF switches focus to advisers


IOOF is restructuring its sales team and redesigning distribution efforts to meet a new core commitment, which will see an increasing focus on advisers and clients rather than on product-based sales initiatives.
The former head of IOOF Super, Steve Black, would move to a new position as the head of client delivery, while former head of investment sales, Daniel Dalton, has been appointed as head of specialist solutions. Queensland state manager, Julie Wise, would move to the position of head of sales enablement.
The appointments follow the announcement of Chris Weldon as IOOF head of product and Dominique Ambrogio as national marketing manager.
Recommended for you
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test.
Quarterly Wealth Data analysis has uncovered positive improvements in financial adviser numbers compared with losses in the prior corresponding period.
Holding portfolios that are too complex or personalised can be a detractor for acquirers of financial advice firms as they require too much effort to maintain post-acquisition.
As the financial advice profession continues to wait on further DBFO legislation, industry commentators have encouraged advisers to act now in driving practice efficiency.