Search Results | Showing 121 - 130 of 176 results for "Approved Product List" |
| | | ... 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 ... |
| | | | ... 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 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. ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 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 ... |
| | | | 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 ... |
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