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IOOF
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. ...
Superannuation
The Government needs to consult as widely as possible on the practical consequences involved in super reforms, as it faced an uphil battle through a fragmented Senate mak...
News
The strong full-year performance of IOOF may reflect its sharper focus on wealth management, according to its managing director....
Financial planning
IOOF remained acquisitive on the back of a 42 per cent increase in statutory net profit largely driven by platforms and wealth....
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...