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Showing 151 - 160 of 192 results for "Approved Product"

Fiduciary duty goes beyond APLs

RUTH LIEW  |  TUESDAY, 31 AUG 2010
A Financial Ombudsman Service (FOS) case hearing concluded that just because a product is within a planning group's approved products list (APL) doesn't mean they have fulfilled their fiduciary duty - prompting top researchers to talk about the role ...

Van Eyk strengthens investment team

PRESS RELEASE  |  THURSDAY, 29 JUL 2010
... "Growth was also experienced in asset consulting with dealer groups requiring model portfolios, risk management of approved product lists and attending investment committees." He said the level of fund manager search services also increased compared ...

Planners turn property experts

MICHAEL HOBBS  |  WEDNESDAY, 14 JUL 2010
... initially targeted the financial planning market with its research but found planners were bound by licensee approved product lists (APL). "We were butting our heads against the wall with financial planners because they couldn't use the research so we ...

Don't limit adviser choice: Synchron

COMPANY RELEASE  |  WEDNESDAY, 23 JUN 2010
... placed several SMAs on its APL to 'test the waters' for adviser interest. The firm introduced SMA products to its approved product list with the intention of gauging how much interest there is in these structures compared to managed funds. Synchron has ...

Industry prepares for new advice era

MICHELLE BALTAZAR AND RUTH LIEW  |  TUESDAY, 27 APR 2010
The government's proposed reforms to change the way planners charge for advice will spur the industry's long-term growth, but at the cost of serious headaches and profits during the adjustment period. The minister for financial services, superannuation ...

In Kerr Neilson we trust

MICHAEL HOBBS  |  THURSDAY, 11 FEB 2010
... over a number of market cycles. AXA Australia use Platinum Asset Management funds in their model portfolios and approved product lists (APL).

AMP planners back fee for service APL

MICHAEL HOBBS  |  TUESDAY, 9 FEB 2010
AMP's financial planners have thrown their support behind an approved product list (APL) that does not include any commissions - and fund managers keen to keep their business are fast adjusting to the change. Steve Helmich, director Financial Planning ...

Sentry selects van Eyk

COMPANY RELEASE  |  MONDAY, 18 JAN 2010
... "A customised Portfolio Construction Tool will enable Sentry advisers to build compliant portfolios within its approved product list guidelines, while being mapped to various platform menus available in the market. "Sentry advisers will also gain access ...

AXA adds 20 funds to APL

MICHAEL HOBBS  |  WEDNESDAY, 13 JAN 2010
AXA Australia has added 20 funds to its approved product list (APL), including those from Aberdeen, Barclays Global Investors and Magellan, to provide a wider choice of index and income funds to financial planners. The AXA APL includes 51 fund managers ...

Zenith wins AdviceIQ research mandate

COMPANY RELEASE  |  WEDNESDAY, 9 DEC 2009
... and structured product research, advice on model portfolio construction, investment committee participation, approved product list monitoring, provision of research tools and full access to its research team.