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IOOF
People & Products
Copia Investment Partners has appointed Matt Roberts as its new distribution manager in its Sydney office....
Superannuation
A key parliamentary committee has questioned the future of ANZ’s sale of the OnePath pensions and investments business to IOOF....
Superannuation
The Royal Commission’s final report has thrown completion of the sale of ANZ’s superannuation businesses into even more serious doubt....
Funds management
Morningstar has awarded the Nanuk New World Fund with a five star rating for its three-year track record in the large cap world equity category....
Policy & Regulation
The IOOF acquisition of the ANZ pensions and investments business has been delayed to meet the requirements resulting from last year’s Australian Prudential Regulation Au...
Financial planning
ANZ chief executive, Shayne Elliott has told shareholders the sale of the banks aligned dealer groups is a done deal....
Financial planning
The Financial Adviser Standards and Ethics Authority’s business plan has revealed the financial adviser exam will cost millions and be the authority’s single biggest expe...
Policy & Regulation
Documentation examined during the Royal Commission suggests the Australian Prudential Regulation Authority was actively considering whether pursuing litigation would answ...
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...
Policy & Regulation
The Australian Prudential Regulation Authority’s regulatory action against IOOF has prompted ANZ to “review” the sale of its wealth businesses to IOOF....
Policy & Regulation
The Australian Prudential Regulation Authority has initiated action against IOOF including seeking the disqualification of its most senior executives, including managing ...
People & Products
HUB24 has appointed a new state manager for NSW/ACT, and promoted current state manager, Andrew Fraser, to national manager for strategic sales. ...
Financial planning
ANZ has locked in the timetable for transferring its superannuation customers to IOOF even though it traverses the problematic Christmas/New Year period....
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 ...
Policy & Regulation
ANZ’s full-year cash profit has taken a hit as it seeks to move beyond wealth remediation and costs associated with the Royal Commission....
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...