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Showing 131 - 140 of 202 results for "Approved Product"

CBA grows advice research team with new hire

MARK SMITH  |  TUESDAY, 2 JUL 2013
... the team to help deliver the Advice Research team's key functions. These include the management of the licensee approved product lists, the creation and management of portfolio construction solutions and producing research related communications and ...

Endowment bond product frees SMSFs to add risk

MARK SMITH  |  THURSDAY, 27 JUN 2013
... reception in their talks with advisers and, just six weeks after launching, were already included on a number of approved product lists.

Free service may help advisers bypass FoFA costs

JAMES FERNYHOUGH  |  THURSDAY, 6 JUN 2013
... present 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 ...

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
... the S&P/ASX300 benchmark by 4.7%. Perpetual performed similar transactions last December with VicSuper and the Approved Product Lists (APLs) and Model Portfolios of Westpac and St George.

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

MARK SMITH  |  FRIDAY, 9 NOV 2012
... well. "Advisers don't yet have a handle on how the best interest duty is going to impact the way they build their approved product lists," he said. "Many advisers have a small approved product lists because they feel that is the best way to stay on top ...

Paragem signs ex-Securitor practice

BEN COLLINS  |  WEDNESDAY, 3 OCT 2012
... reduce 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 ...

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
... 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 of BetaShares ETFs being placed on approved ...

Premium acquires stake in the Emerald Club

LINDA HAUSKEN  |  WEDNESDAY, 18 JUL 2012
... both 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 ...