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IOOF
People & Products
Lonsec has awarded ‘recommended’ ratings to the full suite of IOOF’s multi-manager funds, the IOOF MultiMix International Shares Trust....
People & Products
IOOF has looked internally to appoint Martin Breckon as its new head of technical services, who would succeed Kate Anderson....
Financial planning
IOOF has launched an online adviser hub that showcases multi-manager investment solutions, provides education, and tools to help advisers manage clients....
Funds management
IOOF has internally appointed Dan Farmer as its new CIO, following the retirement announcement of Steve Merlicek....
Funds management
IOOF has reported solid second quarter 2017 platform flows of $528 million in funds under management, administration and advice....
Funds management
Low cost passive FUM has grown by 271 per cent, but IOOF has warned advisers to look beyond costs to achieve clients’ objectives. ...
People & Products
IOOF has promoted Western Pacific’s Nathan Stanton to the role of chief executive of Bridges Financial Services....
Financial planning
Financial planners should consider that investing in time rather than money is the key to long-term happiness for clients....
Financial planning
The Victorian Supreme Court has prevented a law firm from proceeding with a proposed class action against IOOF in relation to allegations that it breached its obligations...
Financial planning
IOOF has switched its focus to advisers, with a restructured service to focus on clients, rather than a product-based sales approach....
Financial planning
Financial planners were only exploring aged care financial advice at a time of crisis for clients and their relatives, but this area could become mainstream in the future...
Funds management
IOOF has launched multi-manager range, MultiSeries, to provide middle ground between a fully active and fully passive approach at a lower cost, the firm said....
Funds management
IOOF has released a re-weighting function to its Pursuit platform to enable advisers to re-weight client portfolios immediately or at a specified date in the future. ...
Financial planning
Platform providers need economies of scale to leverage off a cost base, and agility to adapt to increasing complexity of the business, according to IOOF....
Funds management
Despite uncertain "grey swan" times ahead, cash offered flexibility and the opportunity for discovery in the portfolio construction process. ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...