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Showing 111 - 120 of 192 results for "Approved Product"

ASIC reviews FoFA progress

JAMES FERNYHOUGH  |  THURSDAY, 18 SEP 2014
... of AFS licensees had reported an increase in scaled advice and strategic advice, and most had reviewed their approved product lists. Most licensees reported a change in income as a result of the rules limiting conflicted remuneration. Licensees also ...

HUB24 hits $1bn milestone amid rapid growth

LAURA MILLAN  |  THURSDAY, 4 SEP 2014
... managing director Ian Knox said. HUB24 managing director Andrew Alcock said that Paragem's open policy regarding approved product lists (APLs) will be maintained with a choice of platform. Where appropriate, HUB24 would provide a gateway service to investment ...

HUB24 acquires dealer group

LAURA MILLAN  |  THURSDAY, 21 AUG 2014
HUB24 has acquired an independent dealer group with 20 financial advice practices across Australia and more than $2.5 billion in funds under advice. The Paragem buyout will be completed over the next few weeks and is subject to satisfaction of the acquisition ...

New Investors Mutual LIC gets rating and platform approval

MARK SMITH  |  THURSDAY, 17 JUL 2014
... offerings and received ratings from Lonsec and Zenith. The company said the inclusion in leading dealer group's approved product lists would improve access and allow SMSFs, HNW individuals and their advisers to incorporate QVE into their portfolios. ...

Large strides made towards automated advice

LAURA MILLAN  |  THURSDAY, 17 JUL 2014
... providers are working on a tool that combines research and client information to automatically compare the adviser's approved product list with changes in the valuation of funds. Advisers then would receive alerts when the fund rates change and stop ...

GPS Wealth approves DomaCom fractional property fund

STAFF WRITER  |  TUESDAY, 15 JUL 2014
... fractional property fund. This latest approval means that nearly 400 advisers now have the DomaCom fund on their approved product list (APL). Commenting on the approval, GPS Wealth chief executive Greg Holman said: "Using technology, DomaCom have given ...

Zurich global growth fund added to Securitor APL

STAFF WRITER  |  WEDNESDAY, 11 JUN 2014
The Zurich Investments Global Growth Share Fund has been included on Westpac-owned dealer group Securitor's approved product list. Philip Kewin, general manager retail for Zurich's life and investments business, said the inclusion reflected an encouraging ...

Beacon approves DomaCom fractional property fund

STAFF WRITER  |  MONDAY, 19 MAY 2014
Beacon Financial Group will add the DomaCom fractional property fund to its approved product list (APL). DomaCom's property fund was launched in February and was aimed at meeting the needs of the independent financial advice (IFA) sector. "IFAs such ...

netwealth to launch managed account service by Q3

LAURA MILLAN  |  THURSDAY, 1 MAY 2014
... launch it in the third quarter of this year. The service will sit as another investment option within netwealth's approved product list (APL) and it will be available through the group's wrap and superannuation products. netweatlh executive director ...

Bennelong WP creates CIO position

HARRY PAGE  |  THURSDAY, 27 FEB 2014
... office," she said. Nassios' responsibilities will include managing capital market activity, building a flexible approved product list and developing model portfolios. Rowland said that she will be working closely with Nassios to strengthen the business ...