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Showing 121 - 130 of 176 results for "Approved Product List"

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 ...

AvSuper appoints Perpetual for a $75m equities mandate

LAURA MILLAN  |  TUESDAY, 26 FEB 2013
AvSuper has appointed Perpetual Investments for a $75 million Australian equities mandate. This is the first appointment that the Canberra-based superannuation fund has done in the last year and it is also the first time that it does business with Perpetual. ...

Litigation risk to force advisers into multi-asset options: Russell

MARK SMITH  |  FRIDAY, 9 NOV 2012
Scott Fletcher, director of client investment strategies at Russell, believes the threat of being liable for misdirected investment advice will see many planners, especially those specialising in life risk and other non-investment products, turn to ...

Paragem signs ex-Securitor practice

BEN COLLINS  |  WEDNESDAY, 3 OCT 2012
... client costs," he said. Knox said that rather than advisers feeling constrained by their dealer group's approved product list, it was more a case of practices wishing to create their own "arms length" proposition. "The model is all about ensuring that ...

Money Solutions partners with ING DIRECT

LINDA HAUSKEN  |  WEDNESDAY, 12 SEP 2012
... superannuation market place. At the end of the day, he added," we are definitely comfortable in putting it on our approved product list." Money Solutions recently announced the significant milestone of delivering its 100,000th piece of personal financial ...

BetaShares expands coverage

MARK STORY  |  MONDAY, 27 AUG 2012
BetaShares has significantly expanded its distribution coverage since the beginning of 2012 with its ETFs now available on a much larger list of dealer group approved product lists and on multiple platform menus. This year there have been 54 counts ...

Premium acquires stake in the Emerald Club

LINDA HAUSKEN  |  WEDNESDAY, 18 JUL 2012
... groups. "We are keen to be part of the solution for some of the advisers who can't get access to a broader approved product list or appropriate products on their platform and who will need licensee services. "We have been able to put together a dealer ...

ClearView expands advice division

LINDA HAUSKEN  |  WEDNESDAY, 11 JUL 2012
ClearView Wealth Limited has expanded its advice division with the number of advisers in its dealer group increasing more than one-third since December. This expansion, announced via an ASX update, reflects ClearView's advice strategy which includes ...

ClearView moves on IFA market

MELANIE TIMBRELL  |  MONDAY, 2 APR 2012
Dealer group ClearView has reported the acquisition of three new IFA practices in addition to seven new APLs in an update to the market. The three IFA practices that have joined ClearView are TSG Financial Solutions, East Coast Consultants and Knightcorp ...