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Showing 91 - 100 of 192 results for "Approved Product"

Myonlineadvisers teams up with US robo firm

MARK SMITH  |  THURSDAY, 8 OCT 2015
... portfolio for the investor. These portfolios are based on a set of approved investments using a specific AFSL's approved product list. The information generated over time can ultimately be used by advisers as they prepare customised financial plans and ...

Managed accounts forum sold out, 2015 adviser survey results revealed

STAFF WRITER  |  WEDNESDAY, 7 OCT 2015
More than 180 financial advisers and managed account professionals will be in Sydney tomorrow to attend a national forum on managed accounts where the key findings of the 2015 Financial Standard adviser survey on managed accounts will be revealed. Managed ...

AMP advice adds Van Eck ETFs

STAFF WRITER  |  WEDNESDAY, 30 SEP 2015
Two Van Eck exchange-traded funds have been added to the AMP approved product list. The Market Vectors Australian Equal Weight ETF and Market Vectors Australian Banks ETF will now be available to advisers at AMP Financial Planning, Charter Financial ...

Spring and DomaCom offer multi-property portfolios

ALEX BURKE  |  TUESDAY, 22 SEP 2015
... multi-property portfolios via DomaCom's fractional property platform. DomaCom had previously been added to Spring's approved product list in July, giving Spring advisers access to the direct fractional investment vehicle, but now Spring has prepared ...

Australian Unity acquires four practices

ALEX BURKE  |  WEDNESDAY, 2 SEP 2015
... advisers were drawn to the firm because of its "relation-based full service offering," in addition to its open approved product list and accountant partnership program. He added that Australian Unity is "a mutual organisation focused on improving the ...

Perpetual's acquisition of The Trust Company pays off

LAURA MILLAN  |  THURSDAY, 27 AUG 2015
... from the major research houses and managers are working on including it in the major dealer group platforms, approved product platforms and model portfolios. "With continued strong performance over clients' investment timeframes, we are pleased to be ...

SPECIAL REPORT: Let's talk about managed accounts

... topic," particularly since there are no legal requirements to learn about products or services outside their Approved Product List (APL). Read the special report. Brought to you by netwealth.

Spring FG adds DomaCom to APL

STAFF WRITER  |  WEDNESDAY, 1 JUL 2015
DomaCom has been added to Spring Financial Group's approved product list (APL), which will allow advisers access to its property fund. "The DomaCom Fund is an innovative solution that opens property investing to a wide audience of investors who either ...

Risk reforms ignore key adviser concerns

ALEX BURKE  |  THURSDAY, 25 JUN 2015
... the whole thing is okay, but there's not enough detail. We would definitely like to see greater clarity around approved product lists, i.e. all life insurers should be on the approved product lists if you're vertically-integrated - given that the scandals ...

Industry moves away from upfront commissions

LAURA MILLAN  |  THURSDAY, 25 JUN 2015
... relation to underwriting and claims management. The government will also consider measures to widen advisers' approved product lists by July 1, 2016. It will conduct a review of all of these measures by the end of 2018. Life insurance companies will ...