Search ResultsShowing 1 - 10 of 36 results for "IOOF Group"
APRA considers appeal in IOOF case
ELIZA BAVIN  |  MONDAY, 23 SEP 2019
... IOOF's organisations structure and governance, including the role and independence of the trustee board within the IOOF Group," Rowell said. "APRA has seen significant improvement in the level of cooperation from IOOF since the case was launched." The ...
Managed accounts hit milestone
ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
... licensees. The average FUA per adviser has fallen from $40 million to $35 million in the last year. AMP Financial Planning, IOOF Group, Commonwealth Financial Planning, NAB and SMSF Advisers Network are the five largest advice licensees. IOOF is the ...
IOOF expands managed accounts offering
KARREN VERGARA  |  FRIDAY, 12 OCT 2018
... strong FSP, one of the four licensed businesses IOOF acquired from ANZ, a transaction that was finalised this week. IOOF group general manager of wealth management Renato Mota said Kellett's 20 years of financial services experience made him ideal ...
IOOF appoints dealer group chief
HARRISON WORLEY  |  FRIDAY, 5 OCT 2018
... strong FSP, one of the four licensed businesses IOOF acquired from ANZ; a transaction that was finalised this week. IOOF group general manager of wealth management Renato Mota said Kellett's 20 years of financial services experience made him ideal for ...
AET appoints new head of corporate trust
HARRISON WORLEY  |  FRIDAY, 18 MAY 2018
... IOOF subsidiary from next week, having most recently led the relationship and transaction management team at AET. IOOF group general manager for corporate development Julie Orr was pleased with the appointment of the 17-year AET veteran. "I believe Yvonne's ...
IOOF partners with GROW Super
KARREN VERGARA  |  TUESDAY, 13 FEB 2018
... points. The diversified wealth manager did not disclose the amount invested in the millennial-targeted super fund . IOOF group general manager of wealth management Renato Mota said: "We are pleased to be working with the team at GROW Super. They have ...
IOOF recruits former Australian Unity executive
JAMIE WILLIAMSON  |  TUESDAY, 16 JAN 2018
... standards team; the customer care and resolutions and data integrity teams; member services; and adviser administration. IOOF Group general manager, client and process Frank Lombardo said the organisation is pleased to have attracted someone of Andrews' ...
IOOF research boss tenders resignation
ALEX BURKE  |  MONDAY, 18 DEC 2017
... Zurich Financial Services Australia and regional chief economist at Deutsche Asset Management. In an internal memo, IOOF group general manager - wealth management Renato Mota said Drennan "has made a significant contribution to the IOOF group over the ...
IOOF subsidiary partners with venerable global non-profit
ALEX BURKE  |  THURSDAY, 28 SEP 2017
... foundations, which has been in operation for more than a century. Australian Executor Trustees (AET), part of the IOOF group, will collaborate with Rockefeller Philanthropy Advisors (RPA), the philanthropic organisation that traces its roots to John ...
Value of advice still unclear: IOOF
JAMIE WILLIAMSON  |  TUESDAY, 6 JUN 2017
... for others value lies in the more tangible benefits, such as tax minimisation, above average returns or low fees," IOOF group general manager, wealth management Renato Mota said. Mota believes financial planners need to demonstrate their value more when ...
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