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Showing 171 - 180 of 202 results for "Approved Product"

Securitor adds planners and expands research

MICHAEL HOBBS  |  WEDNESDAY, 9 DEC 2009
... for its financial planners. The dealer group's research focus is part of an overall strategy to retain a broad Approved Product List (APL) that includes Managed Investment Schemes (MIS) and property funds. "We have broad APLs and we haven't changed that ...

AXA Asia Pacific taps SMSFs, restructures fees

MICHELLE BALTAZAR  |  TUESDAY, 1 DEC 2009
... July 1 next year, the group will have removed all entry, exit and trail commission products from its licensee approved product lists (APLs). It added that all of AXA's on-sale products will separate advice fees from product fees. This will have a profound ...

Planners hit by ratings pullout

RUTH LIEW  |  THURSDAY, 19 NOV 2009
... from the retail market, could increase retail investors' exposure to risk and lead to a tightening of planners' approved product lists. S&P announced its decision to withdraw from the retail credit rating sector yesterday, and cited concerns that membership ...

Drop commissions or get off APL: AMP

MICHAEL HOBBS  |  TUESDAY, 27 OCT 2009
AMP has told fund managers if they want to be on the group's 1,600-strong financial planning network's approved product list (APL), their products must not include any commissions. Steve Helmich, director Financial Planning, Advice and Services at AMP ...

ING outsources research to two firms

COMPANY RELEASE  |  MONDAY, 19 OCT 2009
... Australia, the firm recently conducted an extensive survey and review of its current dealer group research and approved product list (APL) development process. The firm decided that "while the process is highly regarded, going forward this function is ...

Sentry buys AFG Financial Planning

COMPANY RELEASE  |  WEDNESDAY, 14 OCT 2009
... strategy. "Additional benefits that will be available to the Sentry and AFGFP advisers will be access to a broader Approved Product List; extensive range of personal and professional development programs; innovative client service and retention initiatives ...

AMP planners to use Lonsec and van Eyk

COMPANY RELEASE  |  FRIDAY, 17 JUL 2009
AMP Financial Planning today announced van Eyk and Lonsec as its preferred independent research house partners. The announcement follows consultation with planners and a tender process. AMP Financial Planning managing director Michael Guggenheimer said ...

X-rays on APLs for Matrix advisers

COMPANY RELEASE  |  THURSDAY, 16 JUL 2009
Matrix Financial Solutions advisers are now able to see the underlying assets, investment strategies and currency risk of products in their approved products list, as part of the dealer group's latest research tool upgrades. The new research tools identify ...

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
... Borysiewicz, chief executive at CAAM Australia, said the firm is focussed on getting the fund on financial planner Approved Product Lists (APL). "Some groups only look at their APL once or twice a year so all that's happening now with decisions being ...