IOOF update on acquisition of ANZ P&I

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IOOF Holdings Ltd (IOOF) welcomes the receipt of the No Objection Notices from both OnePath Custodians Pty Limited (OPC) and Australia and New Zealand Banking Group Limited (ANZ) in relation to the transfer of the ANZ Wealth Pension and Investments business (ANZ P&I) to IOOF. Additionally, ANZ and IOOF have also agreed the following changes […]

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Deakin researchers use AI to speed up IOOF customer processes

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Deakin researchers have partnered with financial services provider IOOF to apply artificial intelligence (AI) to the company’s in-house client administrative system – making processing times up to 400 times faster. The project, led by Deakin University’s Applied Artificial Intelligence Institute (A²I²), aims to streamline the handling of hundreds of email queries received by IOOF business […]

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IOOF appoints new Head of Advice Governance

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IOOF is pleased to announce the appointment of David Flynn as its new Head of Advice Governance. Mr Flynn joins IOOF having built a successful career to-date across a number of key organisational disciplines including finance, operations, risk and compliance, technology and distribution. David brings with him a depth of experience in leading regulatory and […]

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IOOF expands advice-led capabilities: ANZ Aligned Dealer Groups to join IOOF on 1 October

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IOOF Holdings Ltd (IOOF) announced on 20 July 2018 that ANZ Wealth’s aligned advice licensees and supporting teams would join IOOF on 1 October 2018, following the early completion of IOOF’s acquisition of ANZ’s Aligned Dealer Groups business. Renato Mota, Group General Manager of Wealth Management for IOOF, said “This expansion of our advice-led capabilities, […]

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IOOF to complete early on acquisition of ANZ Aligned Dealer Groups and achieve early economic completion of the Pension & Investments business

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IOOF Holdings Limited (IOOF) has announced that it will obtain legal ownership of Australia and New Zealand Banking Group Limited’s (ANZ) Aligned Dealer Group businesses (ADGs) from 1 October ahead of schedule. IOOF’s Group General Manager of Wealth Management, Renato Mota, said “It is pleasing to bring together the talent, experience and client first focus […]

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IOOF launches Managed Discretionary Account solution on flagship platform 

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IOOF yesterday announced it is launching Managed Portfolio Service (MPS), a managed discretionary account solution, on its flagship IOOF Pursuit platform. MPS is designed specifically to support advisers in efficiently delivering value to their clients with flexible, high quality portfolio construction and implementation capabilities through a seamless, centrally managed solution that is actively monitored and […]

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IOOF advice groups lead industry survey of financial advisers for second year

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IOOF has achieved the top ranking for the number of advisers in Barron’s survey of Australian financial advisers for the second year in a row. IOOF aligned advisers constituted 24 per cent of Australia’s top financial advisers, as ranked by the respected U.S. financial investment publisher. On the second annual list of ‘Australia’s Top 50 […]

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IOOF Alliances partners on governance solution for self-licensed advice businesses

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IOOF Alliances has partnered with specialist AFSL compliance firm Integrity Compliance to provide a range of AFSL support for IOOF Alliances members, including ccess to Integrity’s own GRC software.  This solution has been launched to IOOF Alliances members to help the businesses efficiently manage their AFSL compliance requirements. IOOF Alliances offers a broad range of […]

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IOOF welcomes super helping hand in 2018 Budget

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A ban on exit fees, the ATO helping you track down lost or forgotten super and no insurance for young people with low balances are among changes in the 2018 federal Budget that will help people get more out of their super. Martin Breckon, IOOF Head of Technical Services, said: “After some major changes this […]

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IOOF announces new Head of Research and Retirement Incomes

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IOOF Holdings Ltd (IOOF) is pleased to announce the appointment of Matt Olsen as the group’s new Head of Research and Retirement Incomes.  This role is responsible for sourcing and delivering market leading investment insights in support of financial advice and IOOF’s advice-led strategy. Commenting on the appointment, group general manager of Wealth Management, Renato […]

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