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Showing 181 - 190 of 202 results for "Approved Product"

AMPFP restructures research team

MICHELLE BALTAZAR  |  WEDNESDAY, 1 APR 2009
AMP Financial Planning has recruited three new members to its products research team - including the replacement to former research manager Jerome Bodisco - and is in talks with five research houses as part of a fundamental review of its products research ...

FPSA tenders for managed accounts

RUTH LIEW  |  MONDAY, 30 MAR 2009
... advisers 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 ...

S&P withdraws Lazard ratings

MICHELLE BALTAZAR  |  WEDNESDAY, 4 MAR 2009
... world 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 ...

Capital protected products gain popularity

RUTH LIEW  |  WEDNESDAY, 25 FEB 2009
... 100 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 ...

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
... 100 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
... dealer groups grow their business much faster but we would look at their compliance structure, admin support, approved product lists, marketing, all of that are reviewed as part of the accreditation," said Creighton. To date, 10 dealer groups have signed ...

S&P expands research team

MICHAEL HOBBS  |  FRIDAY, 18 APR 2008
... Australian Wealth Management (AWM) for three years, reviewing investments across all asset classes and compiling approved product lists and model portfolios for the Bridges and WealthManager financial advisers. Before working at AWM, Fook spent five ...

S&P recruits IOOF exec after Ibbetson's exit

RUTH LIEW  |  FRIDAY, 14 MAR 2008
... various roles with Australian wealth management groups. At IOOF, O'Connor was responsible for the analysis of approved product lists, maintaining managed fund model portfolios and working on the firm's multi-manager funds. He also chairs the investment ...