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Showing 1 - 10 of 42 results for "IOOF Group"

Industry funds to dominate in 2025

KARREN VERGARA  |  TUESDAY, 24 AUG 2021
... groups like AMP and BT will remain large players, they aren't growing at the same rate as the biggest NFP funds. "IOOF group, which now includes MLC and ANZ super funds, will challenge this, however, but at this stage they are still separate funds ...

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... Consultum Financial Planning (383) were included in the top 10 largest licensees. Consultum is part of the newly merged IOOF group. It comprises brands like TenFifty (previously Meritum Financial Group, GWM Adviser Services and Apogee Financial Planning) ...

IOOF buffeted by advice restructure

ELIZA BAVIN  |  THURSDAY, 28 JAN 2021
... Advice 2.0 has seen practices with $363 million in funds under advice (FUA) become self-licensed while still using IOOF Group services, and 22 advisers with $869 million in FUA transition to other licences.

IOOF restructures leadership team

HARRISON WORLEY  |  MONDAY, 2 MAR 2020
... while the firm's general manager of advice Darren Whereat will take up a newly created role as chief advice officer. IOOF group general manager of client and process Frank Lombardo will join Oliver and Whereat in the wealth manager's executive leadership ...

Long-time IOOF director steps down

HARRISON WORLEY  |  WEDNESDAY, 19 FEB 2020
... governance structures and approaches," an IOOF statement read. "Jane retires from the IOOF board with the best wishes of the IOOF group staff and directors. "The board would like to take this opportunity to thank Ms Harvey for her valuable and substantial ...

IOOF, ANZ transaction gets green light

ELIZA BAVIN  |  TUESDAY, 10 DEC 2019
... IOOF's RSE licensees, now including OnePath and Oasis, with the necessary framework to operate independently within the IOOF group," APRA said. "They also enhance the RSE licensees' ability to comply with their fiduciary obligations, including to always ...

APRA considers appeal in IOOF case

ELIZA BAVIN  |  MONDAY, 23 SEP 2019
... IOOF's organisations structure and governance, including the role and independence of the trustee board within the IOOF Group," Rowell said. "APRA has seen significant improvement in the level of cooperation from IOOF since the case was launched." The ...

Managed accounts hit milestone

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
... licensees. The average FUA per adviser has fallen from $40 million to $35 million in the last year. AMP Financial Planning, IOOF Group, Commonwealth Financial Planning, NAB and SMSF Advisers Network are the five largest advice licensees. IOOF is the ...

IOOF expands managed accounts offering

KARREN VERGARA  |  FRIDAY, 12 OCT 2018
... strong FSP, one of the four licensed businesses IOOF acquired from ANZ, a transaction that was finalised this week. IOOF group general manager of wealth management Renato Mota said Kellett's 20 years of financial services experience made him ideal ...

IOOF appoints dealer group chief

HARRISON WORLEY  |  FRIDAY, 5 OCT 2018
... strong FSP, one of the four licensed businesses IOOF acquired from ANZ; a transaction that was finalised this week. IOOF group general manager of wealth management Renato Mota said Kellett's 20 years of financial services experience made him ideal for ...
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