Search Results | Showing 41 - 50 of 192 results for "Approved Product" |
| | The financial advice industry is bracing itself for more proposed changes to approved product lists (APLs), remuneration and terminology following the Productivity Commission's inquiry into the state of competition in Australia's financial system. ... |
| | | ... didn't think managed accounts will gain traction, the primary reasons given were lack of access (not on their Approved Product List) or due to restrictions on their AFSL. The survey is running again this year. You can participate in the survey by ... |
| | | ... sales through new fund additions. He also worked on creating and pricing the sales strategy for new funds in approved product lists and platforms. Prior to this, was a NAB Asset Management investment specialist. He has also worked as Perpetual Investments ... |
| | | ... places them at an immediate disadvantage. Additionally, most advisory firms construct their portfolios from retail approved product lists, which tend to over-represent active managers; and this further adds to portfolio management costs," he said. "Advisers ... |
| | | ... "if not, why not rule." "Having a clear-cut, 10-fund list that forms the core of every adviser's superannuation Approved Product List (APL) would create consistency in the advice provided to clients. It would also, hopefully, provide advisers with a ... |
| | | ... they respond to customer demand," Hoven said. "The explosion of self-licensed practices is driving more open approved product lists, including stunning growth in managed accounts. "Invariably there will be winners and losers as vendors scramble to adjust ... |
| | | ... the Royal Commission's grilling of advice industry giants on April 30. Orr argued that planners working from approved product lists that featured only the licensees' platform offerings were at systematic risk of failing to act in the best interest of ... |
| | | ... grade." Blue Sky's Alternatives Access Fund was downgraded to 3.25 stars and recommended as unsuitable for most approved product lists, and the Blue Sky Alliance Fund - Dynamic Macro Portfolio was downgraded to 3.5 stars, or "low investment grade"; it ... |
| | | ... vertical integration of advice licensees and platform providers carries systemic risk. Orr said that licensees using approved product lists that are "limited or primarily limited to platforms operated by their related companies are creating a systemic ... |
| | | ... expectations. Blue Sky's Alternatives Access Fund was downgraded to 3.25 stars and recommended as unsuitable for most approved product lists. SQM justified this by saying performance has been "significantly under benchmark and peers," and that "there ... |
|