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IOOF
Financial planning
Although the industry continues to lose advisers, this week’s data from HFS Consulting has shown that the losses were lower compared year-on-year. ...
Funds management
The Bell Global Emerging Companies fund has been added to IOOF’s environmental, social and governance model portfolio as client interest grows towards ethical investing....
Financial planning
The end of the financial year has brought more changes for licensees which are reflected in their adviser numbers which continued to drop, according to HFS Consulting. ...
Financial planning
The same Parliamentary Committee which has been applying close scrutiny to industry superannuation funds and their financial planning expenditures is about to turn its at...
Funds management
The Altius Sustainable Bond fund has been chosen by IOOF research for its new environmental, social and governance model portfolio....
Financial planning
Financial advisers are likely to find themselves with fewer choices of investment platforms as the sector appears to be on the brink of a further round of consolidation....
Financial planning
The cost of IOOF providing advice to members of its core superannuation multiplied by almost eight times in the past 10 years....
Funds management
The finalists have been announced for the 2020 Fund Manager of the Year Awards – the first year in which a whole of market approach to judging the awards has been adopted...
Financial planning
Advisers who volunteer in the initiative for at least 60 hours will receive three months of licensee fee relief....
Policy & Regulation
IOOF has walked away from a class action initiated against it in the wake of the Royal Commission and action by the Australian Prudential Regulation Authority with a quie...
People & Products
Count Financial has appointed Chris Burton as practice development manager as the business reaffirms its commitment to growth. ...
Superannuation
Superannuation funds may not have been responsible for the $150,000 early release fraud being investigated by the Australian Federal Policy but their members will ultimat...
Financial planning
IOOF has sold its New Zealand-based IOOF Integral Trust to focus on simplifying the business around its advice-led strategy....
People & Products
Phil Creswell has been appointed head of professional standards by Count Financial....
Funds management
There have been mixed results for major listed financial groups in terms of volatility caused by COVID-19 with banks suffering least while firms such as OneVue and Challe...
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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...