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Showing 421 - 430 of 879 results for "IOOF"

Elders boosts Victorian presence

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2017
... continuing its spree of on-boarding advice practices, adding its 20th business in less than two years just as it looks set to join IOOF. Following the news that IOOF will acquire ANZ Wealth's aligned advice dealer groups - including Elders - as part ...

ANZ splits OnePath businesses, revamps life insurance team

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
ANZ will divest OnePath's pension and investments and four aligned dealer groups to IOOF Holdings for $975 million; and it announced several senior internal appointments in retaining its life insurance business. IOOF has agreed to take over ANZ Wealth ...

Why advisers should revisit death benefits

KARREN VERGARA  |  FRIDAY, 6 OCT 2017
... regarding death and disability benefits in conjunction with the transfer balance cap in estate planning strategies. According to IOOF head of technical services Martin Breckon, the changes around death benefits reinforce the idea that super is not a ...

IOOF subsidiary partners with venerable global non-profit

ALEX BURKE  |  THURSDAY, 28 SEP 2017
An IOOF subsidiary entered into a historic partnership with one of the world's leading global private foundations, which has been in operation for more than a century. Australian Executor Trustees (AET), part of the IOOF group, will collaborate with ...

Advisers can scale via workplace super clients

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2017
Financial advisers should not dismiss workplace superannuation as a new and potential revenue stream, a new IOOF white paper shows. Being a designated financial adviser through an employer's super plan opens the door to attract more clients and strengthen ...

Westpac chair joins boutique manager board

KARREN VERGARA  |  MONDAY, 18 SEP 2017
... join as a non-executive director and independent chair on September 30. Griffiths is currently a non-executive director of IOOF Holdings and non-profit organisation CARE Australia. He is also the chair of Westpac Life Insurance Services, St George Life ...

Trustee Partners names Australian GM

ALEX BURKE  |  THURSDAY, 24 AUG 2017
... of retail sales at Antares Asset Management, general manager distribution at Timbercorp and national alliance manager at IOOF. As above, his appointment follows an executive search that commenced around March this year. Peterson will be responsible for ...

Australian Ethical boosts adviser arm

KARREN VERGARA  |  MONDAY, 21 AUG 2017
... worked in ING Direct's wealth division as a business development manager. Prior to that Dam spent more than seven years at IOOF working in business development and relationship management roles; she has also worked in various managerial roles at Skandia ...

IOOF grows against the grain

JAMIE WILLIAMSON  |  TUESDAY, 8 AUG 2017
IOOF credited the onboarding of about 50 advisers last financial year as a driving force behind its 131% increase in advice net flows. In what IOOF described as "counter to industry trend", its growing adviser numbers - including the 33 that joined ...

New portfolio manager at IOOF

KARREN VERGARA  |  WEDNESDAY, 2 AUG 2017
IOOF announced the appointment of a new lead to manage its Australian equities portfolio. Paul Crisci replaces Dan Farmer, who recently became chief investment officer on July 1, and has also been managing the Australian equities portfolio since February ...