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Showing 81 - 90 of 192 results for "Approved Product"

Zenith finds value in reduced blue chip exposure

ALEX BURKE  |  TUESDAY, 12 JUL 2016
The best-performing funds on Zenith's approved product list were those that reduced exposure to the top 20 ASX stocks, according to its 2016 Australian Large Companies Sector Review. The review found that, on average, approved Zenith products returned ...

ASIC permanently bans ex-HSBC, ANZ planners

KERRIE SYDEE  |  MONDAY, 30 MAY 2016
ASIC has permanently banned two financial advisers, one from HSBC and the other from ANZ. Tak Simson Kwok was employed by HSBC Bank Australia (HSBC) from 29 September 2009 to 16 December 2013 and was responsible for providing financial advice to HSBC ...

Fortnum picks up award winning practice

KERRIE SYDEE  |  TUESDAY, 10 MAY 2016
... the end of 2015. "It was clear that we needed to join a profitable, independently-owned licensee with a broad approved product list and a firm commitment to advice for the long term. "Fortnum is big enough to provide the services and support we need ...

FPA supports "bitter harvest" recommendations

ALEX BURKE  |  FRIDAY, 18 MAR 2016
... complex that "many" FPA members avoid them due to a lack of understanding. "Licensees do not include them on their approved product lists. That's why the distinction between product sales and financial advice must be made clear," he added. He explained ...

UniSuper announces tax referrals as intra-fund advice grows

ALEX BURKE  |  WEDNESDAY, 2 MAR 2016
... non-super related investments. "UniSuper runs a comprehensive financial planning business, with an extensive Approved Product List that allows our advisers to provide complete advice across superannuation, investments, insurance and retirement strategies ...

DomaCom raises $8m in pre-IPO capital

DARREN SNYDER  |  FRIDAY, 5 FEB 2016
... More than 35 financial planning dealer group investment committees have agreed to put the DomaCom fund on their approved product list.

Madison FG grows advisers by 20%

LAURA MILLAN  |  WEDNESDAY, 18 NOV 2015
Independent dealer group Madison Financial Group has experienced a 20% increase in adviser numbers over the last year. The group has now 88 advisers across 50 practices and it manages over $3.5 billion in funds under advice and $70 million in risk premiums. ...

Government releases final risk reforms package

ALEX BURKE  |  MONDAY, 9 NOV 2015
... his company as "broadly supportive" of the reforms, but reiterated the need for the new "industry standard" for Approved Product Lists (APLs) to include all life insurers. "The Government has made sensible progress on the Life Insurance Reforms that ...

XTBs added to Praemium, HUB24 super platforms

ALEX BURKE  |  WEDNESDAY, 21 OCT 2015
... companies. As of today, they are available on 19 investment platforms and 90 Australian financial services licensee approved product lists. "XTBs have been designed to bring together the predictable income and capital stability of corporate bonds with ...

Challenger annuity sales grow 12 per cent

DARREN SNYDER  |  FRIDAY, 16 OCT 2015
... market feedback has been positive and Challenger's distribution team is focused on getting CarePlus added to the approved product lists of major hubs. Challenger Life's investment assets at 30 September 2015 were $13 billion, up $0.2 billion for the ...