Search Results | Showing 11 - 20 of 164 results for "Approved Product List" |
| | | AMP has updated its approved product list (APL), allowing aligned financial advisers to recommend an enhanced suite of insurers. The new APL includes AIA, BT, MetLife, OnePath/Zurich and TAL. BT and MetLife are the two new additions. And, for the first ... |
| | | | Consolidation in the financial advice industry is leading to a second wave of advisers leaving big institutions and potentially taking the self-licensing path. This is according to Centrepoint Alliance group executive of advice Paul Cullen, who said ... |
| | | | ... chalked up to advisers only being able to recommend financial products that are on their licensee's approved product list. These products often require a rating from an agency such as Zenith, Morningstar or Lonsec, as well as a three year track record. ... |
| | | | ... individually managed account (IMA) offering. The managed account provider was added to the Wealth Today approved product list and will be available to financial advisers who are licensed under Wealth Today. This comes as IPL said it has continued to ... |
| | | | ... trade below $2." He then asked whether it was true that companies have to pay $22,000 a year to be on an AMP approved product list. Leigh was not clear on his source for the $22,000 figure, and a spokesperson for AMP has since told Financial Standard ... |
| | | | Latest research on financial advisers' use of managed accounts shows their increasing popularity among advisers with lower-balance clients. Once reserved for wealthy clients, managed accounts are proving popular for financial advisers with lower-balance ... |
| | | | Macquarie recently launched a new low-cost investment menu to its Wrap platform, designed to help financial advisers provide high-quality investment options to clients with simpler investment needs. Macquarie's multi-year effort to reset its platform ... |
| | | | ... five-year performance (as at September end) for the fundamentally-driven global equities managers on its approved product list. It classified the managers as small (up to six investment team members), medium (between seven and 14) and large (15 or greater). ... |
| | | | ... the issue. IMAP sent an example to FASEA which runs through an advice business with its own AFSL, a broad approved product list and over 1000 clients which began offering multi asset class, multi manager managed accounts five years ago. In the example ... |
| | | | For financial planning practices that don't have a clearly laid out business plan, the workload of meeting FASEA's Code of Ethics requirements can be a great push to get it in order, according to a speaker at the FPA Congress. In a session about ... |
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