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Showing 121 - 130 of 164 results for "Approved Product List"

PIS contracts Zenith for product and research review

CLAIRE MCGREAL  |  MONDAY, 20 FEB 2012
... Professional Investment Services has signed up Zenith Investment Partners to carry out an annual review of its approved product list and internal research process. Zenith will also take part in Professional Investment Services (PIS) investment committee ...

Omniwealth provides planning tools for independents

ELISE BURGESS  |  THURSDAY, 15 DEC 2011
... advisers that want to maintain their independence. The dealer group, which provides investment research and an approved product list of managed funds among its services, said the number of independent dealer groups in Australia is dwindling with those ...

New Count chief talks products

ELISE BURGESS  |  MONDAY, 12 DEC 2011
... FirstChoice Wholesale platform, so there is a ton of interest in that so we will explore bringing that onto the approved product list (APL)." XPLAN will also continue being rolled out over next six months with Lane promising to maintain the open architecture ...

AFS to focus on independent market

ELISE BURGESS  |  WEDNESDAY, 28 SEP 2011
Independent dealer group, Australian Financial Services Group, has declined three alliance and merger offers from fellow planning groups as it renews its focus with new products and restructure, including a new MDA facility. The Australian Financial ...

Dealer groups compete for planners: survey

ELISE BURGESS  |  THURSDAY, 22 SEP 2011
Planners want freedom to run their own practice while dealer groups are on the attack trying to lure competitor's planners to their own ranks, according to an industry survey, which also rated planner opinions on the handling of reforms. The Midwinter ...

BT: product strength will defend market share

ALISON BEVEGE  |  WEDNESDAY, 31 AUG 2011
... emphatically "no". "This whole commitment to a stand-alone business, open architecture for platforms, and for the approved product list means that the model that we operate will be a non-aligned model," he said. "There will be a choice of platform offerings ...

Zenith secures two advice firms

ELISE BURGESS  |  MONDAY, 22 AUG 2011
... merger between Savings & Loans and Australian Central and has over 30 advisers who will now receive Zenith's approved product list and model portfolio advice services. "The value of good portfolio construction is particularly important during volatile ...

Third Link appoints inaugural head of distribution

LOREN RUGEBREGT  |  FRIDAY, 12 AUG 2011
Third Link Investment Managers has created a head of distribution role to assist with the firm's growth strategy. Vinnie Wadhera has been appointed as head of distribution for Third Link and will manage relationships between financial intermediary channels ...

Paragem secures new planning licensee

MATT WOODINGTON  |  MONDAY, 20 JUN 2011
... that are capable of holding their own AFSL but want operational and structural support without a conflicted approved product list," said Knox. In January ASET Wealth Management and FMD Group cut ties with their previous owners to sign on to Paragem's ...

Planners prime legal targets for angry clients

ALISON BEVEGE  |  MONDAY, 18 APR 2011
Financial planners relying on research are sitting ducks for legal action in the wake of the Trio Capital superannuation fraud and need to protect themselves, a planner has said. In the case of the Trio Capital fraud, adviser Ross Tarrant's firm Tarrants ...