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Showing 91 - 100 of 106 results for "APL"

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
... 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 ...

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 ...

Securitor adds planners and expands research

MICHAEL HOBBS  |  WEDNESDAY, 9 DEC 2009
... financial planners. The dealer group's research focus is part of an overall strategy to retain a broad Approved Product List (APL) that includes Managed Investment Schemes (MIS) and property funds. "We have broad APLs and we haven't changed that construct ...

AXA Asia Pacific taps SMSFs, restructures fees

MICHELLE BALTAZAR  |  TUESDAY, 1 DEC 2009
... strategy mirrors a similar decision by AMP to move towards a fixed-fee advice model by mid next year. AMP also said that its APL will only include managed fund products that doesn't offer commissions. Last month, AXA Asia Pacific's parent company AXA ...

Drop commissions or get off APL: AMP

MICHAEL HOBBS  |  TUESDAY, 27 OCT 2009
... has told fund managers if they want to be on the group's 1,600-strong financial planning network's approved product list (APL), their products must not include any commissions. Steve Helmich, director Financial Planning, Advice and Services at AMP, said ...

ING outsources research to two firms

COMPANY RELEASE  |  MONDAY, 19 OCT 2009
... the firm recently conducted an extensive survey and review of its current dealer group research and approved product list (APL) development process. The firm decided that "while the process is highly regarded, going forward this function is better placed ...

Hamer joins Pengana

COMPANY RELEASE  |  WEDNESDAY, 5 AUG 2009
The former senior vice president of the recently shut Nicholas-Aplegate Capital Management has re-emerged at Pengana Capital as executive director for new institutional business. John Hamer will be responsible for new institutional business at Pengana. ...

X-rays on APLs for Matrix advisers

COMPANY RELEASE  |  THURSDAY, 16 JUL 2009
Matrix Financial Solutions advisers are now able to see the underlying assets, investment strategies and currency risk of products in their approved products list, as part of the dealer group's latest research tool upgrades. The new research tools identify ...