Search Results | Showing 131 - 140 of 176 results for "Approved Product List" |
| | | ... dealer groups and advisers on asset allocation, portfolio construction, investment manager selection and approved product list management. He also worked at Skandia, London firm Close Wealth Management, and Goldman Sachs. In Australia PIMCO manages more ... |
| | | | Dealer group Securitor has launched a new investment research and strategy website for its advisers, offering equities, product and thematic market research to meet the needs of its adviser network. The new website will include a range of features such ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 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 ... |
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