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Showing 141 - 150 of 176 results for "Approved Product List"

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 ...

Trio victims turn on planners

ALISON BEVEGE  |  FRIDAY, 15 APR 2011
... of Financial Advisers, said the Trio fraud put the issue of risk at front and centre for advisers. "The approved product list needs to meet both the research test and the smell test," he said. Peter Burgess, technical director of the Self Managed Super ...

Dealer groups stay with Japan, eye opportunities

ELISE BURGESS  |  WEDNESDAY, 16 MAR 2011
Financial planning dealer groups hold firm to their Japan allocations, expressing concerns for consumer confidence while being optimistic about new market opportunities. Investor and consumer confidence, already low due to the GFC and prolonged investor ...

Morningstar signs $35bn research deal with CFS

MICHELLE BALTAZAR  |  WEDNESDAY, 16 FEB 2011
Researcher Morningstar Australasia has stolen the march on rival S&P when it secured a research agreement with Colonial First State, providing managed fund research and other services to planning groups with a combined $35 billion of funds under advice. ...

Count Financial taps AMP for research exec

ELISE BURGESS  |  TUESDAY, 18 JAN 2011
... research and product, less than three months since Griffith's departure. His role includes managing the approved product list for investment products and insurance offerings, product research for reviews, providing platform access to advisers and model ...

Van Eyk strengthens investment team

PRESS RELEASE  |  THURSDAY, 29 JUL 2010
Financial planning research and ratings firm van Eyk has promoted several staff members and hired new senior executives following a year of key departures at the firm. As reported in Financial Standard last month, Jeff Hall joined as general manager ...

Planners turn property experts

MICHAEL HOBBS  |  WEDNESDAY, 14 JUL 2010
A property research group is capitalising on demand from non-aligned financial planners seeking to provide their clients with residential property advice. Blue Wealth Property analyses trends such as population growth, economic factors and employment ...

Don't limit adviser choice: Synchron

COMPANY RELEASE  |  WEDNESDAY, 23 JUN 2010
... several SMAs on its APL to 'test the waters' for adviser interest. The firm introduced SMA products to its approved product list with the intention of gauging how much interest there is in these structures compared to managed funds. Synchron has introduced ...

In Kerr Neilson we trust

MICHAEL HOBBS  |  THURSDAY, 11 FEB 2010
Financial planners are three times more likely to favour Platinum Asset Management over other international equities fund managers, new research found. An Investment Trends survey of 648 financial planners found 56 per cent of planners listed Platinum ...