Search Results | Showing 91 - 100 of 164 results for "Approved Product List" |
| | | ... multi-manager portfolios, alternative investment programs, as well as constructing model portfolios and the approved product list. Perpetual Private said the team has combined experience of 95 years in the industry and is responsible for $12.6 billion ... |
| | | | AMP has announced reductions in upfront commissions for licensed advisers on all life insurance policies, adopting a hybrid commission structure. At the same time, members of Australia's largest independent adviser network, Centrepoint Alliance, have ... |
| | | | Assistant Treasurer Josh Frydenberg has started his countdown for the risk advice industry to get its house in order before the government takes action - and the industry doesn't have long. Speaking at a BT-sponsored Financial Services Council (FSC) ... |
| | | | JPMorgan's Global Strategic Bond Fund has been awarded a 'Recommended' rating from research house Zenith. In its assessment, Zenith said the firm's global fixed income, currency and commodities (GFICC) team is one of "the strongest in the peer set" ... |
| | | | Perpetual's funds management business saw positive net inflows during the December quarter, with a number of its strategies receiving mandates from platforms and an institutional client. Perpetual did not reveal the names of the organisations that it ... |
| | | | Independence, the flexibility to build an approved product list and cheaper, more advanced technology and platforms are encouraging more advisers to leave large licensees and strike out on their own. The big four banks and AMP have collectively seen ... |
| | | | ... firm Libertas Financial Planning has added Bellmont Securities separately managed accounts (SMA) to its approved product list. The offering includes the Bellmont Core Equities Portfolio, which is a blue-chip equities portfolio, giving investors direct ... |
| | | | The Future of Financial Advice (FoFA) reforms have had little effect on either adviser numbers or the type of financial advice AFS licensees provide, according to the Australian Securities and Investments Commission (ASIC). In its review on the implementation ... |
| | | | HUB24 has confirmed that funds under administration (FUA) on its investment and superannuation platform have just exceeded the $1 billion milestone. The platform's FUA were up from $384 million on June 30, 2013, to $991 million on August 28, 2014, a ... |
| | | | Investors Mutual's new listed investment company, QV Equities, has been included on BT, Colonial First State, MLC and Macquarie's platform offerings and received ratings from Lonsec and Zenith. The company said the inclusion in leading dealer group's ... |
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