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Showing 1 - 10 of 13 results for "IOOF Alliances"

Former licensee chief takes new role

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
... non-executive director of the business. Blackford was chief executive of Insignia's Millennium 3, Lonsdale and IOOF Alliances brands for more than three years. Before that, she was chief executive of Millennium 3 for two years, and national manager ...

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 ...

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. ...

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 ...

IOOF boosts adviser compliance support

KARREN VERGARA  |  TUESDAY, 19 JUN 2018
... 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 affairs efficiently ...

Peer-learning popular among self-licensed advisers

JAMIE WILLIAMSON  |  WEDNESDAY, 8 NOV 2017
... learning when it comes to knowing more about managed accounts. The latest survey of self-licensed businesses in the IOOF Alliances network showed advisers prefer engaged and interactive community insight around how best of breed solutions - such as managed ...

New national manager for IOOF Alliances

JAMIE WILLIAMSON  |  TUESDAY, 23 MAY 2017
... the regional sales manager Asia Pacific for SuiteBox, Andy Marshall is now tasked with leading and growing the IOOF Alliances offering, ensuring it continues to evolve with the needs of advice businesses. Marshall replaces Craig Joscelyne who became ...
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