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Showing 141 - 150 of 192 results for "Approved Product"

Zenith secures two advice firms

ELISE BURGESS  |  MONDAY, 22 AUG 2011
... merger between Savings & Loans and Australian Central and has over 30 advisers who will now receive Zenith's approved product list and model portfolio advice services. "The value of good portfolio construction is particularly important during volatile ...

Third Link appoints inaugural head of distribution

LOREN RUGEBREGT  |  FRIDAY, 12 AUG 2011
... set them up." The Fund was awarded with a "Recommended" rating by research group Zenith and was included in its Approved Product Listings. Third Link provides managed investment strategies and its profits are donated to the charitable sector, which includes ...

Paragem secures new planning licensee

MATT WOODINGTON  |  MONDAY, 20 JUN 2011
... practices that are capable of holding their own AFSL but want operational and structural support without a conflicted approved product list," said Knox. In January ASET Wealth Management and FMD Group cut ties with their previous owners to sign on to ...

Planners prime legal targets for angry clients

ALISON BEVEGE  |  MONDAY, 18 APR 2011
... chief executive of the Association of Financial Advisers, said independent planners manager risk through their approved product lists. But robust risk management needs to be put in place at the point where the lists are constructed. "Level one is the ...

Trio victims turn on planners

ALISON BEVEGE  |  FRIDAY, 15 APR 2011
... Association of Financial Advisers, said the Trio fraud put the issue of risk at front and centre for advisers. "The approved product list needs to meet both the research test and the smell test," he said. Peter Burgess, technical director of the Self ...

Dealer groups stay with Japan, eye opportunities

ELISE BURGESS  |  WEDNESDAY, 16 MAR 2011
... release. AXA Financial Planning has been contacting its advisers, informing them that there are no changes to its approved product lists (APLs) in light of the crisis in Japan and point out that diversified professionally managed portfolios are the best ...

ASIC clampdown on poor business models in advice

ELISE BURGESS  |  MONDAY, 14 MAR 2011
The Australian Securities and Investments Commission (ASIC) will introduce tough measures - including suspension or cancellation of licences - against financial advice groups that have turned complacent on their compliance and dispute resolution policies. ...

Morningstar signs $35bn research deal with CFS

MICHELLE BALTAZAR  |  WEDNESDAY, 16 FEB 2011
... services such as strategic asset allocations recommendations, model portfolios, and monitoring and input into the approved product lists (APLs). The CFS Advice Business includes financial planning groups Commonwealth Financial Planning, Financial Wisdom ...

Count Financial taps AMP for research exec

ELISE BURGESS  |  TUESDAY, 18 JAN 2011
... executive of research and product, less than three months since Griffith's departure. His role includes managing the approved product list for investment products and insurance offerings, product research for reviews, providing platform access to advisers ...

Griffith resigns from Count Financial

MICHELLE BALTAZAR  |  THURSDAY, 28 OCT 2010
Following the surprise resignation of long-time employee Rachel Griffith from Count Financial this month, the group said it hopes to recruit a new research and product manager by December. Count Financial issued a brief ASX statement last Friday stating ...

Editor's Choice

Early release of super scammers cop prison time

KARREN VERGARA
Three people will go to prison after pleading guilty to defrauding the COVID-19 early release of superannuation scheme for $103,500.

Super funds slash external mandates by 54%

KARREN VERGARA
The number of investment managers winning institutional mandates has tanked 54% in less than two years as superannuation funds ramp up the in-house management of assets, Rainmaker Information research reveals.

ASIC tells super funds to 'step it up'

ELIZA BAVIN
ASIC commissioner Simone Constant delivered a stern warning to super fund trustees.

Brookfield bids for majority stake in Neoen

ANDREW MCKEAN
Brookfield and its institutional partners have lobbed a bid to acquire a 53% majority stake in French renewable energy company Neoen.

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