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IOOF
Features
Since the inception of FE fundinfo Crown Fund Ratings in 2017, there have only been three funds within the Australian Core Strategies universe that have been consistently...
Features
IOOF and First Sentier Investors lead the way when it comes to 5 Crown funds, but Colchester Global Investors has seen all four of its funds rated 5 Crowns in the latest ...
Financial planning
AMP Financial Planning has seen its adviser numbers drop below 800 this week, according to HFS Consulting....
Financial planning
Four former IOOF-licensed firms, four of them Bridges operatives, have moved home to Count Financial....
Financial planning
Chelsea Wealth Management has conducted a competitive tender process and opted to move under the Matrix Planning Solutions license....
Financial planning
Salaried advisers may have fewer administrative headaches when compared to their self-employed counterparts but, ultimately, they do not legally own their clients. ...
Financial planning
While financial advisers have signalled they are generally open to switching licensees, salaried advisers have strongly signalled they are attracted to self-employment....
Financial planning
There is plenty of competition between dealer groups to take advantage of the uncertainty which has accompanied IOOF’s acquisition of MLC Wealth by recruiting attractive ...
Financial planning
IOOF’s acquisitions and consequent strategies have seen it post a solid first-half and deliver a special dividend....
Financial planning
The combined loss of advisers for IOOF/MLC has reached 252 advisers since IOOF announced the purchase of MLC in August last year and is now nearing AMP Group which has lo...
Financial planning
Count Financial continues to be active in recruiting advice firms from both the MLC and IOOF licenses....
Financial planning
GWM Adviser Services topped the list in terms of the biggest net losses for adviser roles this week after another 12 were slashed, according to data from HFS Consulting....
Financial planning
This has been a tough week for IOOF given that the financial planning groups operating under its umbrella have topped the list for the highest declines in adviser numbers...
Funds management
Nikko Asset Management is still looking to IOOF despite the company reporting a downturn of $0.4 billion in funds under management....
Financial planning
IOOF chief executive, Renato Mota, has downplayed the impacts of advisers who have exited....
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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,...