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Showing 1 - 10 of 100+ results for "IOOF"

IOOF awards $23bn passive mandate

JAMIE WILLIAMSON  |  TUESDAY, 18 MAY 2021
IOOF has handed a $23 billion index investing mandate to a global investment manager following Vanguard's decision to stop managing passive strategies for other institutions. Having acquired ANZ's pensions and investments business last year, IOOF found ...

Investment Leadership Awards finalists named

JAMIE WILLIAMSON  |  MONDAY, 17 MAY 2021
... Index Vanguard Investments Australia - Vanguard Australian Corporate Fixed Interest Index ETF Multi-Asset - Capital Stable IOOF Holdings - IOOF MultiMix Conservative Trust IOOF Holdings - IOOF MultiMix Moderate Trust Macquarie Investment Management - ...

AFA appoints partnerships GM

KARREN VERGARA  |  MONDAY, 10 MAY 2021
... superannuation, investments and trustee services. She previously held roles at BT and Zurich and most recently led marketing efforts at IOOF. The association recently saw the resignation of chief executive Phil Kewin after four years. He is replaced ...

APRA approves MLC super takeover

ELIZABETH MCARTHUR  |  FRIDAY, 7 MAY 2021
APRA has given IOOF the go-ahead to take over MLC's superannuation business. Yesterday, the regulator approved IOOF's application to hold a controlling stake in NULIS Nominees, the trustee for MLC Super. On 31 August 2020, IOOF entered into an agreement ...

New Islamic advice group launches, hires from MSC

KANIKA SOOD  |  WEDNESDAY, 5 MAY 2021
... recently Melbourne trustee services provider MSC Group's chief operating officer. Prior to this, she has worked at Challenger, IOOF, Capstone Financial Planning and AMP. She will lead the development of Hejaz's adviser network. "Muslims are a growing ...

Iress hires former dealer group chief

ELIZABETH MCARTHUR  |  MONDAY, 3 MAY 2021
Iress has hired the former chief executive of Financial Services Partners at IOOF to a newly created senior role. Geoff Kellett has stepped into the position of head of commercial operations, a newly created role at Iress. He departed IOOF at the end ...

FirstChoice dominates platform market

KARREN VERGARA  |  THURSDAY, 29 APR 2021
... Lifetime and Asgard are frequently used after FirstChoice with a 9.5% and 7.6% market share, respectively. In Western Australia, IOOF and Macquarie Wrap came equal second place with a 7.7% market share. In Queensland, Perpetual WealthFocus and AMP Flexible ...

Outflows continue at IOOF

KANIKA SOOD  |  THURSDAY, 29 APR 2021
IOOF ended March quarter with $203.9 billion in funds under management and administration, after significant outflows from advice and pensions business. The March end FUM was $1.5 billion higher than the previous quarter, and primarily driven by a $5.4 ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... digital advice process, while Advice Intelligence was recognised for its goals-based advice application. In other categories, IOOF's Wealth Central is the best new advice tech application; Astute Wheel won the best client discovery application; and Xeppo ...

CountPlus member firm to make acquisition

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
... 2020 including Ascent Private Wealth, Freedom Accounting Group, CBD Wealth Solutions and Arch Capital. In addition, four IOOF financial advice firms joined Count Financial ahead of the MLC acquisition. Magnis Financial Planning, Glenbuckie, Aim Financial ...
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