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Showing 91 - 100 of 849 results for "IOOF"

IOOF completes phase one of platform consolidation

KARREN VERGARA  |  WEDNESDAY, 16 JUN 2021
IOOF Holdings has completed the first phase of consolidating its legacy platforms and products onto Evolve, its new super and investments platform. The project saw 38,827 client accounts and about $5 billion funds under administration (FUA) being migrated ...

Macquarie sweeps Investment Leadership Awards

KARREN VERGARA  |  FRIDAY, 11 JUN 2021
... Stable Fund Multi-Asset - Balanced Macquarie Investment Management - Macquarie Balanced Growth Fund Multi-Asset - Growth IOOF Holdings - IOOF MultiMix Growth Trust Multi-Asset - Flexible Asset Allocation Atrium Investment Management - Atrium Evolution ...

Count Financial adds two practices

KARREN VERGARA  |  WEDNESDAY, 9 JUN 2021
AMP and IOOF have each lost financial advice firms based in Adelaide to Count Financial. Adelaide Private Wealth, led by directors Hamish Zerbe, Ben Newbold and Mark Humpries, is a boutique financial advisory firm. It previously operated under AMP's ...

Iress hires head of product design

ANNABELLE DICKSON  |  WEDNESDAY, 9 JUN 2021
... based in Melbourne and will report to Das. Iress recently hired the former chief executive of Financial Services Partners at IOOF, Geoff Kellett, to the newly created position of head of commercial operations. He is responsible for helping to drive consistency ...

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... This is compared to 2175 this time last year, then home to 22,307 advisers. Consultum Financial Planning, which is part of IOOF, saw a net addition of 188 advisers to the group during the period, bringing its total to 385. IOOF completed its acquisition ...

IOOF completes merger, appoints executives

ELIZABETH MCARTHUR  |  TUESDAY, 1 JUN 2021
IOOF completed its acquisition of MLC Wealth from National Australia Bank yesterday, adding 406 financial advisers to IOOF and making key appointments. Nine months after announcing the deal, IOOF has integrated MLC Wealth in a move that has also doubled ...

NAB denies underpaying full-time workers

KARREN VERGARA  |  WEDNESDAY, 26 MAY 2021
... $108 million (before tax); $14 million was allocated to MLC Wealth employees, which is in the process of being acquired by IOOF. "The issues identified in the Payroll Review are not acceptable and we apologise to all current and former colleagues impacted. ...

IOOF awards $23bn passive mandate

JAMIE WILLIAMSON  |  TUESDAY, 18 MAY 2021
IOOF has handed a $23 billion index investing mandate to a global investment manager following Vanguard's decision to stop managing passive strategies for other institutions. Having acquired ANZ's pensions and investments business last year, IOOF found ...

Investment Leadership Awards finalists named

JAMIE WILLIAMSON  |  MONDAY, 17 MAY 2021
... Index Vanguard Investments Australia - Vanguard Australian Corporate Fixed Interest Index ETF Multi-Asset - Capital Stable IOOF Holdings - IOOF MultiMix Conservative Trust IOOF Holdings - IOOF MultiMix Moderate Trust Macquarie Investment Management - ...

AFA appoints partnerships GM

KARREN VERGARA  |  MONDAY, 10 MAY 2021
... superannuation, investments and trustee services. She previously held roles at BT and Zurich and most recently led marketing efforts at IOOF. The association recently saw the resignation of chief executive Phil Kewin after four years. He is replaced ...