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Showing 1 - 10 of 21 results for %22IOOF Alliances%22

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... Consultum Financial Planning, as well as TenFifty and Godfrey Pembroke. Finally, its adviser services unit comprises IOOF Alliances, MLC Connect and Lonsdale Dealer Associates. AMP Financial Planning netted 304 exits, paring down its representatives ...

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 ups costs for self-employed advisers

ELIZA BAVIN  |  TUESDAY, 1 DEC 2020
... service business should regulation change, forcing all advisers to become self-licensed. "We have a business called IOOF Alliances where we are actually delivering advice services to those with their own licences," Whereat said. "If we moved down to ...

Dealer group chief executive departs

ELIZABETH MCARTHUR  |  TUESDAY, 24 NOV 2020
... lead them. The first group brings together integrated advice businesses consisting of Lonsdale, Millennium3 and IOOF Alliances and will be led by Millennium3 chief executive Helen Blackford. The second group will comprise RI Advice and Consultum Financial ...

Dealer group chief departs

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 NOV 2020
... chief executive Mark Stephen will depart at the end of the month. The move comes after Milennium3, Lonsdale and IOOF Alliances were brought together as an integrated advice group to be led by former Milennium3 chief executive Helen Blackford. At the ...

IOOF appoints executive, continues growth push

ELIZA BAVIN  |  THURSDAY, 29 OCT 2020
... net inflows from its advice business of $110 million, excluding $450 million flow from IOOF aligned licensees to IOOF alliances. Its portfolio and estate administration saw inflows of $226 million, down from $396 million in the prior corresponding period. ...

Self-licensing on the horizon

KARREN VERGARA  |  MONDAY, 19 OCT 2020
... inbound enquiries from advisers looking to change their business models and alliances. The sale of MLC's wealth division to IOOF and AMP's review of its business has instigated several movements. As an example, HFM & Partners and Queensland-based ...

IOOF names licensee chiefs, acquires platform

JAMIE WILLIAMSON  |  WEDNESDAY, 2 SEP 2020
... lead them. The first group brings together integrated advice businesses consisting of Lonsdale, Millennium3 and IOOF Alliances and will be led by Millennium3 chief executive Helen Blackford. The second group will comprise RI Advice and Consultum Financial ...

Class makes managed accounts play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2019
... established in 2012 and has contributed to the managed account offerings of Centric Wealth, Shadforth Financial Group and IOOF.

Scholarships open for women in finance and superannuation

MICHELLE BALTAZAR  |  FRIDAY, 22 FEB 2019
... Natalie Kalouche, head of legal and compliance at Local Government Super; Miriam Herold, head of managed fund research at IOOF; Amy Teh, national manager, strategy and implementation at Colonial First State and Jayne Ker, executive manager, strategic ...
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