Cyber Monday Deal: Up to 60% off InvestingProCLAIM SALE

IOOF wealth unit Elders reviewing future amid tougher regulation

Published 03/10/2019, 04:44 pm
Updated 03/10/2019, 04:50 pm
© Reuters.  IOOF wealth unit Elders reviewing future amid tougher regulation
CBA
-
AMP
-
ANZ
-
IFL
-
ELD
-

Oct 3 (Reuters) - Elders Financial Planning, a unit of Australian wealth manager IOOF Holdings IFL.AX , said on Thursday it is considering its viability amid tough new regulations in the sector.

Elders General Manager Tony Beaven said Elders has conducted a review and was in consultation with its adviser network after it had "identified a potential way forward", without providing specifics.

The Australian Financial Review newspaper reported that IOOF intends to close the business.

"Recent changes to the financial planning industry mean that it has become increasingly difficult for EFP, as a small-scale dealer group, to generate the income required to cover higher regulatory compliance and insurance costs," Beaven said in an emailed statement.

"EFP is seeking feedback from advisers on this proposal."

The AFR reported that IOOF plans to wind up the business, terminating adviser agreements and transitioning the advisers to IOOF's unit Millennium3, according to documents sent to financial advisers that the newspaper had viewed.

IOOF, which owns a majority 51% stake in Elders Financial via Millenium3, did not immediately respond to a request for comment, nor did Elders Ltd ELD.AX , which owns 49% of the unit.

The potential closure comes after a government-mandated inquiry into the financial sector uncovered widespread misconduct, prompting regulators to abolish commissions and increase compliance, making it tougher for small-scale advisers.

The country's largest wealth manager AMP Ltd AMP.AX recently started cancelling licenses of some of its more than 1,500 aligned financial advisors, citing the new regulations. Bank of Australia CBA.AX , the country's largest, recently completed the sale of Count Financial - its financial adviser network.

IOOF bought Elders Financial Planning as part of its acquisition of the wealth business of Australia and New Zealand Banking Group ANZ.AX less than a year ago. The unit licenses 63 advisers across Australia but does not employ them directly.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.