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Showing 141 - 150 of 202 results for "Approved Product"

ClearView expands advice division

LINDA HAUSKEN  |  WEDNESDAY, 11 JUL 2012
... recently launched a life advice product suite, LifeSolutions, which has been added to an additional 14 dealer group Approved Product Lists (APLs). "This significantly increases the Group's access to independent advisers across Australia. The positive ...

ClearView moves on IFA market

MELANIE TIMBRELL  |  MONDAY, 2 APR 2012
... Knightcorp, taking the number of advisers in the dealer group to 66. The addition to seven more dealer groups' approved product listings (APLs) relates to ClearView's recently launched life advice product suite, LifeSolutions, which takes the numbers ...

PIMCO appoints new portfolio specialist

CLAIRE MCGREAL  |  MONDAY, 19 MAR 2012
... committees, 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 ...

Securitor advisers gain new access

ELISE BURGESS  |  TUESDAY, 21 FEB 2012
... to meet the needs of its adviser network. The new website will include a range of features such as podcasts, approved product lists, model portfolio information and reporting and equity research through eQR Securities. eQR Securities is a Securitor service ...

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
... developed in conjunction with the very people who will be using the product," said Daly. AFS will also review its approved product lists with the assistance of Lonsec and continue with its integration of Xplan software.

Dealer groups compete for planners: survey

ELISE BURGESS  |  THURSDAY, 22 SEP 2011
... easy to do business with, autonomy to run own business, ability to adjust to change, compliance and support and approved product lists as their top five. Meanwhile the five least important were credit and loan services, dealer group financing, buyer ...

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 ...