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IOOF Holdings Limited - In this issue

IOOF Fast Fact Finder. What's news with TechConnect. April 2015 - In this issue. The good, the bad and the objective. IOOF General Manager Distribution, takes a look at what your clients really value in financial advice. The key to one adviser's success. Find out from AFA adviser of the year, Eleanor Dartnall, what she believes is the key to a strong and enduring client relationship and has led to a 70 per cent growth in her business this financial year. What's news with TechConnect. It is given in good ...

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IOOF Holdings Limited - In this issue | advisermag.ioof.com.au Reviews

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IOOF Fast Fact Finder. What's news with TechConnect. April 2015 - In this issue. The good, the bad and the objective. IOOF General Manager Distribution, takes a look at what your clients really value in financial advice. The key to one adviser's success. Find out from AFA adviser of the year, Eleanor Dartnall, what she believes is the key to a strong and enduring client relationship and has led to a 70 per cent growth in her business this financial year. What's news with TechConnect. It is given in good ...

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IOOF Holdings Limited - In this issue | advisermag.ioof.com.au Reviews

https://advisermag.ioof.com.au

IOOF Fast Fact Finder. What's news with TechConnect. April 2015 - In this issue. The good, the bad and the objective. IOOF General Manager Distribution, takes a look at what your clients really value in financial advice. The key to one adviser's success. Find out from AFA adviser of the year, Eleanor Dartnall, what she believes is the key to a strong and enduring client relationship and has led to a 70 per cent growth in her business this financial year. What's news with TechConnect. It is given in good ...

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advisermag.ioof.com.au

1

IOOF Holdings Limited - Keys to success

http://advisermag.ioof.com.au/april_2015/keystosuccess

IOOF Fast Fact Finder. What's news with TechConnect. The key to one adviser's success. Before making any decisions on investment options for her clients, for Eleanor Dartnall, AFA Adviser of the year, it is a process of discovery and learning for both her and her client. While a key part of her on-boarding process is simply listening to the client in their first meeting, Eleanor says equally important is providing the sound foundations of investing knowledge for her clients. The focus on education as par...

2

IOOF Holdings Limited - It's your say

http://advisermag.ioof.com.au/april_2015/its_your_say

IOOF Fast Fact Finder. What's news with TechConnect. Share your views on funds of the future. Understanding your clients is crucial to a successful relationship and it's the same for IOOF. That's why we're inviting you to answer our survey on possible new solutions to meet the diverse needs of your client base. Your response will have an important say in how our products evolve and the new products we offer. To take part in our two minute survey on enhanced-passive funds. The rise of 'smart-beta'. We're ...

3

IOOF Holdings Limited - Viewpoint

http://advisermag.ioof.com.au/april_2015/viewpoint

IOOF Fast Fact Finder. What's news with TechConnect. The good, the bad and the objective. Renato Mota, General Manager Distribution. The current low-interest rate environment has made it challenging to find the optimal mix of strategy and investments for clients in, or approaching, retirement. And with around half of all term deposits in Australia held by the over 65s, it reinforces the value of an adviser-led retirement strategy. Low interest rates are forcing advisers to rethink the traditional lifecyc...

4

IOOF Holdings Limited - Alternative assets

http://advisermag.ioof.com.au/april_2015/alternative_assets

IOOF Fast Fact Finder. What's news with TechConnect. When good correlations turn bad. Previously, alternative assets such as private equity were the preserve of institutional or ultra-high net worth investors. However, as managed funds have opened up property and international shares to regular investors, so too are managed funds now using alternative investments as an increasingly important part of their portfolio mix. What happens when good correlations turn bad? Government bonds still provide diversif...

5

IOOF Holdings Limited - In this issue

http://advisermag.ioof.com.au/april_2015/in_this_issue

IOOF Fast Fact Finder. What's news with TechConnect. April 2015 - In this issue. The good, the bad and the objective. IOOF General Manager Distribution, takes a look at what your clients really value in financial advice. The key to one adviser's success. Find out from AFA adviser of the year, Eleanor Dartnall, what she believes is the key to a strong and enduring client relationship and has led to a 70 per cent growth in her business this financial year. What's news with TechConnect. It is given in good ...

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IOOF Holdings Limited - In this issue

IOOF Fast Fact Finder. What's news with TechConnect. April 2015 - In this issue. The good, the bad and the objective. IOOF General Manager Distribution, takes a look at what your clients really value in financial advice. The key to one adviser's success. Find out from AFA adviser of the year, Eleanor Dartnall, what she believes is the key to a strong and enduring client relationship and has led to a 70 per cent growth in her business this financial year. What's news with TechConnect. It is given in good ...

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