executive director of the AIOFP

Investment Strategy

Independent planners claim $20b pledged for their platform

The Association of Independently Owned Financial Planners (AIOFP) says $20 billion of its members’ funds under advice have been pledged to a platform business it has established,  which will use two of the ‘big four’ banks for administration, but will not let them have the trusteeship, which has instead been outsourced to a company owned […]