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Showing 161 - 170 of 176 results for "Approved Product List"

Matrix adds ETFs to APL

PRESS RELEASE  |  MONDAY, 6 JUL 2009
... Dividend Trust, a number of iShares exchange traded funds (ETFs) and two State Street SPDR ETFs to the group's approved product list. The group's approved product list will now include the State Street SPDR ASX 200 and ASX 200 REIT ETFs as well as the ...

CAAM eyes credit and currency

MICHAEL HOBBS  |  WEDNESDAY, 27 MAY 2009
Credit Agricole Asset Management (CAAM) is shifting the firm's global fixed income strategy's emphasis from specific country exposure to a sector based strategy that targets credit securities and currency plays. CAAM Global Bond fund's recently released ...

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 ...