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Showing 151 - 160 of 881 results for "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 ...

FSC appoints new board member

ELIZABETH MCARTHUR  |  MONDAY, 1 FEB 2021
... before becoming acting managing director in November 2020, after Geoff Lloyd departed following the sale of MLC Wealth to IOOF. Morgan was previously chief financial officer for Commonwealth Bank's wealth management arm and chief financial officer of ...

IOOF buffeted by advice restructure

ELIZA BAVIN  |  THURSDAY, 28 JAN 2021
IOOF has seen over $1 billion in outflows from its advice business in the second quarter due to its business transformation program known as Advice 2.0. The company's funds under management saw losses of $400 million in the quarter to 31 December 2020. ...

ASIC bans former IOOF, MLC adviser

ELIZABETH MCARTHUR  |  WEDNESDAY, 20 JAN 2021
Jim Pavlidis has been banned from providing financial services for three years, after it was revealed he was not adequately trained. ASIC said that a review of the advice given by Pavlidis between 2004 and 2018 found that he failed to provide financial ...

Does financial services have a problem with women?

ELIZABETH MCARTHUR  |  TUESDAY, 19 JAN 2021
A wrongful dismissal case brought by a former IOOF employee detailing sexual harassment and gender discrimination among colleagues has once again shone an unwanted spotlight on the financial services industry, calling into question the sector's ...

HUB24 posts record inflows

KANIKA SOOD  |  TUESDAY, 19 JAN 2021
... were acquired via Ord Minnett's Portfolio Administration Service. December quarter was an eventful one for HUB24: it won IOOF from BT, in November it finished the acquisition of Ord Minnett's Portfolio Administration Service and is currently ...

Platforms start to shake ERS impact

KANIKA SOOD  |  FRIDAY, 15 JAN 2021
... CY20," the note read. Credit Suisse thinks the ERS's end in December 2020 should benefit the institutional platforms like IOOF, who were the most affected by the scheme. In individual platforms, Credit Suisse expects Netwealth to increase its market ...

New heatmap shames trustees

KARREN VERGARA  |  FRIDAY, 18 DEC 2020
... Superannuation Trust (lifecycle) Diversa Trustees' SmartSave MySuper Balanced Equity Trustees' Aon MySuper (lifecycle) IOOF Mercer Superannuation's SmartPath (lifecycle) MLC Super Fund (lifecycle) Prime Super Suncorp's Lifestage Funds ...

IOOF, BT end platform relationship

ANNABELLE DICKSON  |  FRIDAY, 18 DEC 2020
... products. BT will continue to provide platform and related services to clients and advisers that have a relationship with IOOF. IOOF will receive a payment of $80 million as per the master relationship agreement with BT, which is partially offset by ...