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.
AUTHOR
Hope William-Smith
Recommended for you
A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rules.
Insignia Financial has experienced total quarterly net outflows of $1.8 billion as a result of client rebalancing, while its multi-asset flows halved from the prior quarter.
Prime Financial is looking to shed its “sleeping giant” reputation with larger M&A transactions going forward, having agreed to acquire research firm Lincoln Indicators.
An affiliate of Pinnacle Investment Management has expanded its reach with a London office as the fund manager seeks to grow its overseas distribution into the UK and Europe.
