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Showing 161 - 170 of 174 results for "Approved Product List"

FPSA tenders for managed accounts

RUTH LIEW  |  MONDAY, 30 MAR 2009
... will be able to tailor clients' portfolios by moving funds when necessary into products within Netwealth's approved product list that best suits their clients' needs. "Unanimously [the advisers] said this is we have been asking for. With an LMDA and ...

S&P withdraws Lazard ratings

MICHELLE BALTAZAR  |  WEDNESDAY, 4 MAR 2009
... than the retail world," he said, referring to the tendency of retail investors to include funds onto their "Approved Product List" subject to ratings. "There is nothing sinister or nothing indicative of our relationship with them...we continue to hold ...

Capital protected products gain popularity

RUTH LIEW  |  WEDNESDAY, 25 FEB 2009
... financial planning dealer groups are writing North and more than 5,000 advisers have the product on their approved product list (APL). Since then, the daily application rate for its product has grown 50 per cent in December 2008 from the November figures. ...

Planners gain clean tech fund

MICHAEL HOBBS  |  FRIDAY, 20 FEB 2009
Asgard Wealth Solutions adds Bakers Investment Group's Alternate Energy Customised Portfolio to its Approved Product List (APL). The portfolio uses a separately managed account (SMA) structure and provides exposure to alternative energy securities across ...

North awarded 'very strong' S&P rating

MICHAEL HOBBS  |  WEDNESDAY, 14 JAN 2009
... financial planning dealer groups are writing North and more than 5,000 advisers have the product on their approved product list (APL). This isn't the first time the product has received accolades, Rainmaker Group awarded North the Best New Superannuation ...

AXA enhances North

MICHAEL HOBBS  |  MONDAY, 3 NOV 2008
... submitted applications. More than 100 dealer group write North and more than 5,000 advisers have North on their approved product list.

Franchise banking attract planners

MICHELLE BALTAZAR  |  MONDAY, 30 JUN 2008
The franchising industry may seem worlds apart from financial planning but Commonwealth Bank has found a way to tap into the franchising model to better serve the banking needs of dealer groups. Last October, Commonwealth Bank launched a specialist ...

S&P expands research team

MICHAEL HOBBS  |  FRIDAY, 18 APR 2008
Standard & Poor's Fund Services has appointed Leanne Fook as a fund ratings generalist to the firm's fund research team. Previously, Fook worked as a research analyst at Australian Wealth Management (AWM) for three years, reviewing investments across ...

S&P recruits IOOF exec after Ibbetson's exit

RUTH LIEW  |  FRIDAY, 14 MAR 2008
IOOF senior research manager Paul O'Connor has jumped ship to take up the position of director in ratings house Standard & Poor's fund services team. O'Connor, who officially left IOOF Monday this week, will begin his new role on March 31 and will be ...

AFS increases stake in Salisbury

CHRIS NICHOLLS  |  THURSDAY, 26 APR 2007
... Professor Tom Valentine said; "All advisers will benefit from the breadth and diversity of the combined approved product list, while having access to the best compliance money can buy. Not only does this protect clients, but today is a must in protecting ...