Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 111 - 120 of 174 results for "Approved Product List"

Large strides made towards automated advice

LAURA MILLAN  |  THURSDAY, 17 JUL 2014
... are working on a tool that combines research and client information to automatically compare the adviser's approved product list with changes in the valuation of funds. Advisers then would receive alerts when the fund rates change and stop matching their ...

GPS Wealth approves DomaCom fractional property fund

STAFF WRITER  |  TUESDAY, 15 JUL 2014
... fractional property fund. This latest approval means that nearly 400 advisers now have the DomaCom fund on their approved product list (APL). Commenting on the approval, GPS Wealth chief executive Greg Holman said: "Using technology, DomaCom have given ...

Zurich global growth fund added to Securitor APL

STAFF WRITER  |  WEDNESDAY, 11 JUN 2014
... Zurich Investments Global Growth Share Fund has been included on Westpac-owned dealer group Securitor's approved product list. Philip Kewin, general manager retail for Zurich's life and investments business, said the inclusion reflected an encouraging ...

Beacon approves DomaCom fractional property fund

STAFF WRITER  |  MONDAY, 19 MAY 2014
Beacon Financial Group will add the DomaCom fractional property fund to its approved product list (APL). DomaCom's property fund was launched in February and was aimed at meeting the needs of the independent financial advice (IFA) sector. "IFAs such ...

netwealth to launch managed account service by Q3

LAURA MILLAN  |  THURSDAY, 1 MAY 2014
... in the third quarter of this year. The service will sit as another investment option within netwealth's approved product list (APL) and it will be available through the group's wrap and superannuation products. netweatlh executive director Matt Heine ...

Bennelong WP creates CIO position

HARRY PAGE  |  THURSDAY, 27 FEB 2014
... office," she said. Nassios' responsibilities will include managing capital market activity, building a flexible approved product list and developing model portfolios. Rowland said that she will be working closely with Nassios to strengthen the business ...

CBA grows advice research team with new hire

MARK SMITH  |  TUESDAY, 2 JUL 2013
Commonwealth Bank (CBA) has expanded its Advice Research team to six with the appointment of Rohan Aggarwal as research analyst. He will work closely with the senior analysts in the team to help deliver the Advice Research team's key functions. These ...

Endowment bond product frees SMSFs to add risk

MARK SMITH  |  THURSDAY, 27 JUN 2013
The steady stream of reliable income provided by endowment bonds provides self-funded retirees with the certainty to take greater risk elsewhere in their portfolios, according to Endowment Bond Exchange (EBX) chief executive officer Stephen Duchesne. ...

Free service may help advisers bypass FoFA costs

JAMES FERNYHOUGH  |  THURSDAY, 6 JUN 2013
... are the best that they can receive." TD Gateway was soft launched at the end of May, and is already on the approved product list of several advisory and dealer groups, including William Buck Wealth Advisors (NSW) Pty Ltd. Murray also said Curve is exploring ...

Affinia appoints new national manager

STAFF WRITER  |  MONDAY, 20 MAY 2013
... manager, advice, Gnanendran will be oversee technical risk for the Affinia network on all matters across our approved product list (APL) in relation to claims, technical product advice, underwriting and the overall advice process. Head of Affinia, Craig ...