Most Recent
IOOF unit fined $6M for financial adviser’s bad advice
Financial Services 2022-02-03 6:26 pm By Cat Fredenburgh

A judge has hit IOOF unit RI Advice with a $6 million penalty for failing to rein in an adviser who reaped hefty commissions for steering clients towards risky investments, despite earlier expressing concerns the penalty may not have enough sting.

Subscribe to Lawyerly to access this article.

Already a subscriber?

Lost your password?

Judge questions if ASIC’s proposed $6M penalty against IOOF unit has enough sting
Financial Services 2022-02-01 4:01 pm By Bianca Hrovat

A judge has raised concerns about a $6 million penalty proposed by the Australian Securities and Investments Commission against IOOF unit RI Advice for failing to rein in an adviser who reaped hefty commissions for steering clients towards risky investments.

Subscribe to Lawyerly to access this article.

Already a subscriber?

Lost your password?

ASIC wins bad advice case against IOOF unit RI Advice
Financial Services 2021-08-02 10:30 am By Cindy Cameronne

The Australian Securities and Investments Commission has won its case against IOOF unit RI Advice, with a judge finding the financial services firm failed to ensure its advisers acted in the best interests of clients and did not give inappropriate advice.

Subscribe to Lawyerly to access this article.

Already a subscriber?

Lost your password?

ASIC triumphs in ‘bad advice’ case against IOOF unit
Financial Services 2021-03-24 12:29 pm By Miklos Bolza

A former financial advisor employed by an IOOF unit accused of taking hefty commissions for steering investors towards risky investments contravened the financial advice provisions of the Corporations Act, a judge has found.

Subscribe to Lawyerly to access this article.

Already a subscriber?

Lost your password?

Financial adviser drops defence in ASIC’s bad advice case against IOOF unit
Financial Services 2021-03-02 3:00 pm By Christine Caulfield

A former financial planner of IOOF unit RI Advice, who has been accused by ASIC of pocketing hefty commissions from clients steered to risky investments, has abandoned his defence on the second day of trial.

Subscribe to Lawyerly to access this article.

Already a subscriber?

Lost your password?

Fair trial may not be possible for adviser targeted by ASIC in IOOF unit case, court told
Financial Services 2021-03-01 9:57 pm By Christine Caulfield

A financial adviser at the centre of ASIC’s bad advice case against an IOOF unit might mount an argument that a fair trial is not possible because of his “fulsome” answers to investigators during a compulsory examination.

Subscribe to Lawyerly to access this article.

Already a subscriber?

Lost your password?