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Showing 371 - 380 of 879 results for "IOOF"

HSBC quietly exits financial advice

KARREN VERGARA  |  THURSDAY, 5 JUL 2018
... In October 2017, ANZ offloaded its pension and investments arm and four aligned dealer groups under the OnePath brand to IOOF Holdings. RI Advice, Millennium3, Financial Services Partners and Elders Financial Planning comprising 717 aligned advisers ...

LGIAsuper adds investment veteran to board

KANIKA SOOD  |  TUESDAY, 26 JUN 2018
... as an independent director. Dewhurst has held senior investment management and leadership roles globally. He has worked as IOOF's chief executive and Legg Mason's head of global investment managers. He now chairs boards of listed and unlisted companies ...

Dover exit renews self-licensing calls

ALEX BURKE  |  MONDAY, 25 JUN 2018
... institutional side, with the big four banks largely unwinding their advice operations and AMP under increased scrutiny - IOOF declined to comment on its appetite for hiring ex-Dover planners - some industry commentators are suggesting a broader move ...

IOOF boosts adviser compliance support

KARREN VERGARA  |  TUESDAY, 19 JUN 2018
IOOF's financial advice licensee support service has partnered with Integrity Compliance to help financial advisers manage AFSL requirements. IOOF Alliances aims to help its network of self-licensed advice businesses manage governance, risk and compliance ...

Technical Services Forum looks at tax and aged care

KANIKA SOOD  |  FRIDAY, 8 JUN 2018
... at the Challenger Financial Standard Technical Forum in Sydney yesterday afternoon. Technical services professionals from IOOF and BT Financial Group presented case studies based on two topics: distributing capital gains tax exempt proceeds out of a ...

Zurich seeks new investment chief

JAMIE WILLIAMSON  |  TUESDAY, 5 JUN 2018
... and external candidates. Ebstein will commence in his new role on 1 October 2018. Earlier this year Zurich appointed former IOOF head of research and portfolio construction Matthew Drennan as head of savings and investments in its wealth and investments ...

ANZ dealer group chief departs

JAMIE WILLIAMSON  |  THURSDAY, 24 MAY 2018
... 2018. Millennium3 and Financial Services Partners were offloaded by ANZ Wealth in October 2017 as part of a wider sale to IOOF.

AET appoints new head of corporate trust

HARRISON WORLEY  |  FRIDAY, 18 MAY 2018
IOOF subsidiary Australian Executor Trustees has promoted internally, appointing a senior manager to head up its corporate trust division. Yvonne Kelaher will take the reins as the head of corporate trust at the IOOF subsidiary from next week, having ...

ANZ appoints two senior executives

KANIKA SOOD  |  THURSDAY, 10 MAY 2018
... life insurance sale to Zurich in December and the $975 million superannuation and aligned dealer group businesses sale to IOOF in September, 2017. The bank said she will continue to lead the divestments and maintain senior relationship management of ...

Budget means Aussies can get more from retirement

HARRISON WORLEY  |  WEDNESDAY, 9 MAY 2018
Diversified wealth managers IOOF and StatePlus have led industry support for superannuation measures introduced in last night's Budget. IOOF highlighted how Australians stand to benefit from changes to superannuation policy which would allow planning ...