Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 111 - 120 of 849 results for "IOOF"

Research reveals true value of advice

KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
Unadvised Australians are open to receiving financial advice, according to an IOOF survey, which also highlighted the qualitative benefits that improve lifestyles and overall wellbeing. IOOF's The True Value of Advice report, which canvassed over ...

Count snaps up three former MLC firms

ELIZABETH MCARTHUR  |  THURSDAY, 1 APR 2021
... are joining Count Financial, as its network of financial advice businesses continues to expand. It comes after four former IOOF firms joined Count on March 17. The three former MLC firms joining Count are: Sapphire Coast Financial Services (formerly ...

Dealer group GM exits

JAMIE WILLIAMSON  |  THURSDAY, 18 MAR 2021
IOOF has confirmed the role of general manager of alliances and distribution for one of its major licensees has been made redundant. Jason Kriss was general manager of alliances and distribution at Bridges Financial Services, a role he held for some ...

IOOF firms abandon ship

ANNABELLE DICKSON  |  WEDNESDAY, 17 MAR 2021
Four IOOF financial advice firms have joined Count Financial ahead of the MLC acquisition, with one firm saying it was seeking a licensee without "hidden agendas". Magnis Financial Planning, Glenbuckie, Aim Financial Advice and Strategic Wealth Management ...

Admin fees could balloon from BFID

KARREN VERGARA  |  TUESDAY, 16 MAR 2021
The new best financial interests duty (BFID) could see members pay higher administration fees as the record-keeping obligations ramp up, superannuation funds and industry experts warn. The reforms, which are part of the Your Future Your Super legislation ...

IOOF to spend big on BOLR

KANIKA SOOD  |  THURSDAY, 25 FEB 2021
IOOF expects to spend up to $32 million on paying out Buyer of Last Resort arrangements with financial advisers leaving its network, primarily from Bridges Financial Services. At its half year results yesterday, IOOF reported an expected BOLR spend ...

Count Financial expands national reach

ELIZA BAVIN  |  THURSDAY, 18 FEB 2021
... them so that can eventuate in the years to come." Financial Stability and YS Financial Planning were previously part of the IOOF network. Financial Stability is led by Sonia Turkovic, who has over 30 years' experience in financial planning. YS Financial ...

Westpac prioritises risk management

KARREN VERGARA  |  WEDNESDAY, 17 FEB 2021
... Westpac Pacific and NZ Wealth advisory; returning 300 out of 1000 offshore jobs to Australia and ending its relationship with IOOF.

Dealer group bolsters leadership

ELIZABETH MCARTHUR  |  MONDAY, 8 FEB 2021
... joins Lifespan after five years as regional manager at Elders Financial Planning, before the dealer group was shuttered by IOOF. Earlier in his career he was a practice development manager at BT owned dealer group Securitor. Ng joins from platform provider ...

IOOF subsidiary loses appeal

ANNABELLE DICKSON  |  FRIDAY, 5 FEB 2021
IOOF is set to pay tens of millions in compensation after losing an appeal involving its subsidiary Australian Executor Trustees (SA) Limited. The Court of Appeal dismissed AET's appeal against a decision made by the Supreme Court of New South Wales ...