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IOOF
Editorial
Mike Taylor asks whether the formation of BT Select and the continuing competition between BT and Count Financial reflect the end of the current dealer group model....
Financial planning
IOOF's offer to purchase Plan B at a 33 per cent premium was cited by the Plan B board as a major factor in its decision to unanimously recommend the takeover....
Financial planning
IOOF has entered into an agreement whereby it will acquire all ordinary shares of Plan B, which is also the majority owner of My Adviser....
Financial planning
An Avenue Capital Management firm has rebranded as MC2 Wealth under its new licensee, IOOF's Lonsdale Financial Group....
Financial planning
Avenue Capital Management's 30 financial advisers across 15 practices will become authorised representatives of IOOF's Lonsdale Financial Group, IOOF has announced....
Financial planning
After a sizeable dip in FUM in 2011, the total platform market ended the year to 31 March 2012 almost unchanged....
Funds management
The future of funds management group Australian Ethical will be decided at a key meeting of shareholders in Canberra today....
Editorial
Multi-manager funds might have done well on the inflows front, but the dispersion between returns across the sector has been at its widest for a number of years. This cou...
Editorial
As a number of dealer group heads have found themselves out of a job, Mike Taylor writes that it is symptomatic of the impending death of the traditional financial planni...
Superannuation
The Government needs to remember that superannuation is a long-term investment and stop tinkering with the rules, according to former Liberal Treasurer Peter Costello....
Funds management
There is a danger Australian investors have been dug into a hole because of the market focus on resource stocks over the past 10 years, according to IOOF's head of Austra...
Tools & guides
General awareness among financial planners about issues associated with aged care is one thing, but having a strong knowledge in this area is another, writes IOOF’s Marti...
Financial planning
IOOF has released a new product which it says is aimed at financial advisers with clients who are looking for a wealth accumulation strategy outside of superannuation....
Financial planning
IOOF group company Australian Executor Trustees has announced changes to its asset administration offering, Portfolio Management Service....
Financial planning
Financial services players have taken aim at competition concerns and potential conflicts in institutionally owned investment platforms....
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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,...