Search Results | Showing 21 - 30 of 192 results for "Approved Product" |
| | | ETF Securities is set to launch a new exchange traded fund on the ASX that will invest in 10 companies including Facebook, Apple, Amazon and Google which together returned 45% last year. The ETF's will hold 10 stocks in equal weighting, adding names ... |
| | | | ... the new option had exceeded expectations, with several dealer groups and self-licensed firms adding it to their approved product lists. Earlier this week the financial services conglomerate said it expected its 2020 financial year performance to be down ... |
| | | | ... and five-year performance (as at September end) for the fundamentally-driven global equities managers on its approved product list. It classified the managers as small (up to six investment team members), medium (between seven and 14) and large (15 or ... |
| | | | ... on the issue. IMAP sent an example to FASEA which runs through an advice business with its own AFSL, a broad approved product list and over 1000 clients which began offering multi asset class, multi manager managed accounts five years ago. In the example ... |
| | | | ... core values." She said standard three should force planners to think which products their business puts on their approved product lists and how they charge clients. "Also think about what you are going to do about the delivery of the in-house products ... |
| | | | ... firm licensed through Count Financial. She said she chose to go down the path for the autonomy it offers, around approved product list selection, the opportunity to build its brand, determine its own succession plan and to avoid revenue splitting at ... |
| | | | ... how the point of ethical and responsible investing works in with the FASEA code there are potential changes to approved product lists to be made and that has to go through governance, something that takes time. "FASEA's guidance is way too late," Marshan ... |
| | | | ... data and tools and Morningstar Direct, which helps advisers or licensees construct client portfolios and monitor approved product lists. It reaches about 60% of the advisers in Australia, Wickham said citing InvestmentTrends. "The reason why AdviserLogic ... |
| | | | A new paper on the consumer impact of Approved Product Lists (APLs) claims institutionally-aligned Australian Financial Services Licensees (AFSLs) are funneling new clients into in-house products, potentially in breach of Best Interest Duty obligations. ... |
| | | | ... investment, super and pension." "The wrap has been positively received by clients and together with the single approved product list (APL) across all products and services completes the suite of platform solutions offered by the group." |
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