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IOOF
Policy & Regulation
IOOF has announced a range of changes to the fee structure of its Pursuit platform with an eye to ensuring it is ready for incoming FOFA changes....
Financial planning
Whilst huge winds of change batter the investment and regulatory environment, a fundamental shift in the way consumers interact with technology is altering the nature of ...
Financial planning
Spurred by regulatory change and technological advances, investment platforms are driving into traditional financial planning software spaces, including customer relation...
Financial planning
With major legislative change set to occur, the role software, technology and new media are playing in financial planning today is unprecedented....
Financial planning
Three Plan B board members have now departed as IOOF's takeover offer progresses to the compulsory stage....
Financial planning
FOFA has radically altered the dynamics of financial planning platforms, generating new approaches across the industry and between platform providers....
Financial planning
IOOF has extended the period for Plan B shareholders to accept a $0.60 per share takeover offer by two weeks to 25 September....
Financial planning
Institutions have been a 'safe port in the storm' for financial advisers, but may face a challenge to retain top advisers when markets recover....
Financial planning
IOOF has passed the halfway mark in its planned acquisition of Plan B, whose board has urged remaining shareholders to accept IOOF's current offer....
Editorial
IOOF has announced an underlying profit of $96 million for the financial year, while the DKN acquisition has slightly boosted funds under management....
Funds management
IOOF is using the shift to complementary wealth accumulation strategies to try to drive up the use of investment bonds in the longer term....
Financial planning
IOOF has released a mobile information application as part of its AdviserConnect program....
Financial planning
Concerns have been raised about the ever-shrinking independent dealer group sector and the potential impacts on the advice provided to clients in the future....
Editorial
Money Management’s Top 100 Dealer Group data has underscored the re-emergence of institutions as the dominant force in Australian financial planning....
Top 100
Consolidation is changing the face of the financial planning dealer group sector before our eyes, while small-to-medium players continue to struggle....
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MARKET INSIGHTS
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 ...