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Showing 21 - 30 of 117 results for "APL"

Superhero sets eyes on managed accounts

ALLY SELBY  |  WEDNESDAY, 7 OCT 2020
... revealed it has the functionality to offer managed accounts to investors, and would be looking into developing this and an APL further in the future. The platform, which launched at the beginning of September, has already seen more than 10,000 investors ...

Pengana sales manager lands distribution gig

ALLY SELBY  |  THURSDAY, 20 AUG 2020
... research sector, Walsh said. "The strategy will also incorporate the dealer group and aligned adviser space with a focus on APL approvals along with platform additions," he said. Meantime, Inspire Impact partner and Liverpool Partners managing partner ...

Industry veterans launch dealer group

ALLY SELBY  |  MONDAY, 17 AUG 2020
... offering can save advisers 30-40% of the time they would have spent on paper-based administrative and compliance work. Its APL is also "very agnostic", El Shammaa said, and uses Morningstar research and an investment committee chaired by Walker to guide ...

Implemented Portfolios partners with Wealth Today

ELIZA BAVIN  |  THURSDAY, 2 JUL 2020
... executive of corporate development for IPL Santi Burridge said he is delighted that IPL has been added to the Wealth Today APL. "Forward thinking dealer groups are increasingly seeing the necessity for an investment service solution like ours that truly ...

Risk advisers a dying breed: Research

HARRISON WORLEY  |  WEDNESDAY, 20 NOV 2019
... despite the takeovers, noting financial planners use 3.9 insurers each on average, out of 8.9 insurers available on their APL.

RI Advice faces ASIC action

JAMIE WILLIAMSON  |  THURSDAY, 31 OCT 2019
... case study reads. During the audit it was found Doyle was recommending products that weren't listed on RI Advice's APL which the AFSL had deemed inappropriate due to their complexity. As a result, in February 2015 Doyle was required to submit ...

Whistleblower calls out approved product lies

ELIZA BAVIN  |  WEDNESDAY, 23 OCT 2019
... business flows through to related-party products," Swanson said. The report claims that the Financial Services Council's APL standards only applied to around 20 advice licensee members, and not to the majority of Australia's 1500 AFSLs. "The ...

Xplore continues hunt for chief executive

ELIZABETH MCARTHUR  |  FRIDAY, 2 AUG 2019
... super and pension." "The wrap has been positively received by clients and together with the single approved product list (APL) across all products and services completes the suite of platform solutions offered by the group."

Pendal profits plunge, advisers remain positive

KANIKA SOOD  |  THURSDAY, 2 MAY 2019
Pendal Group attracted $100 million net in adviser money in the first half, even as lower performance fees from its funds dragged down the first half results. Pendal reported a cash net profit after tax of $84.5 million, down 26% over 1H18. This slump ...

ClearView defends risk advice commissions

KARREN VERGARA  |  TUESDAY, 26 MAR 2019
ClearView is countering Commissioner Kenneth Hayne's recommendation to reduce or eliminate commissions financial advisers earn from life insurance products. It is "way too early," ClearView wrote in an email to advisers, to consider tinkering with ...