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Showing 101 - 110 of 176 results for "Approved Product List"

Industry moves away from upfront commissions

LAURA MILLAN  |  THURSDAY, 25 JUN 2015
Australia's life insurance advisers and providers have reached an agreement to transition from high upfront commissions to alternative remuneration models. The Association of Financial Advisers (AFA), the Financial Planning Association (FPA) and the ...

AFA, FPA yet to commit to FSC life risk agenda

ALEX BURKE  |  TUESDAY, 16 JUN 2015
Both the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) have refused to comment on whether a final consensus has been reached on the way forward for risk advice reforms. This follows the report in Financial ...

Perpetual Private hires two analysts

MARK SMITH  |  MONDAY, 4 MAY 2015
... 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 ...

Institutions and independents tackling risk reforms

ALEX BURKE  |  THURSDAY, 30 APR 2015
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 ...

Frydenberg sets fuse on Trowbridge time bomb

MARK SMITH  |  WEDNESDAY, 15 APR 2015
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) ...

JPM Global Strategic Bond Fund rated by Zenith

MARK SMITH  |  THURSDAY, 5 MAR 2015
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 reveals institutional, platform mandates

LAURA MILLAN  |  THURSDAY, 22 JAN 2015
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 ...

Non-aligned licensee inquiries to rise in 2015

LAURA MILLAN  |  MONDAY, 17 NOV 2014
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 ...

Libertas FP to offer SMA portfolios

STAFF WRITER  |  WEDNESDAY, 12 NOV 2014
... 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 ...

ASIC reviews FoFA progress

JAMES FERNYHOUGH  |  THURSDAY, 18 SEP 2014
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 ...