IOOF

Financial planning

IOOF has achieved the top ranking for the number of advisers in Barron's survey of Australian financial advisers for the second year in a row....

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People & Products

IOOF Alliances has formed a new partnership under which its members would receive governance support from specialist AFSL compliance firm Integrity Compliance. ...

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Funds management

The La Trobe Financial 12 Month Credit Fund Term Account has been included on the IOOF Pursuit investment platform....

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People & Products

IOOF-owned Australian Executor Trustees has appointed long-term executive, Yvonne Kelaher, to the role of head of corporate trust....

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Financial planning

IOOF Limited has pointed to the contractual protections it enjoys with respect to any Royal Commission fall-out impacting its acquisition of the ANZ wealth management bus...

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Tools & guides

Linda Bruce explores the rules around the main residence capital gains tax exemption, and how these could represent a meaningful financial advice opportunity....

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People & Products

Lonsec Research has lost its chief executive, Matt Olsen, to IOOF....

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Financial planning

A plaintiff law firm has called for changes to whistle-blowing legislation claiming it was stymied by tactics utilised by IOOF....

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Financial planning

Advisers should remain the voice of reason for their clients when financial fads occur, experts say. ...

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People & Products

Australian Ethical has achieved 50 per cent female representation on its board via a new appointment....

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People & Products

IOOF has released new enhancements to its flagship retail platform, IOOF Pursuit. ...

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Financial planning

IOOF has posted a strong half-year profit based on the back of strong inflows resulting from its advice strategy and ahead of completing its acquisition of ANZ Wealth....

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Financial planning

IOOF has attracted 47 advisers away from another licensee, helping drive up funds under advice....

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People & Products

IOOF builds on its adviser capability by appointing former Australian Unity executive, Mark Horton Andrews to the newly created role of head of adviser standards, client ...

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Funds management

IOOF has been awarded the second most five FE Crowns Ratings of any fund manager, with six of their products receiving the top ranking....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

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

2 months 1 week ago

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

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 5 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks 4 days ago

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

4 days 5 hours ago