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Showing 21 - 30 of 106 results for "APL"

AFSL super options under the lens

KANIKA SOOD  |  THURSDAY, 10 JAN 2019
The final report recommends ASIC should have greater oversight of the superannuation products sitting on the approved product lists of AFSLs. The Productivity Commission calls for all Australian Financial Services Licensees (AFSL) to "immediately" be ...

UBS signs on Morningstar

KANIKA SOOD  |  WEDNESDAY, 19 DEC 2018
... for asset managers and wealth management professionals. This will support BT's research process, Approved Product List (APL) management and reporting needs.

AMP partners with Morningstar

JAMIE WILLIAMSON  |  TUESDAY, 20 NOV 2018
... company's independent research platform for asset managers and wealth management professionals, supporting Approved Product List (APL) management and reporting needs. Morningstar also provides and hosts a bespoke web portal for financial advisers ...

Chief economist update: Cheaper oil greases wheels of growth

BENJAMIN ONG  |  MONDAY, 12 NOV 2018
The bull market in crude oil is no more. Just a month ago and a bit, rumour on the street was that crude oil prices would soar to around US$100 a barrel and beyond. No one could be faulted for believing this. Not after Saudi Arabia and Russia's ...

Life insurers admit to misconduct: Royal Commission

HARRISON WORLEY  |  MONDAY, 10 SEP 2018
... (over $1.16bn) TAL (more than $840m) and OnePath (more than $830m) paying the most. Orr also covered approved product lists (APL), telling the commission despite advice groups maintaining APLs with policies from other life insurance groups, client funds ...

GROW Super co-founder sells advice business

JAMIE WILLIAMSON  |  THURSDAY, 9 AUG 2018
... originally licensed via Securitor, Abood said the transition of clients has been relatively seamless thanks to Profile's broad APL. "Any firm that wants to grow with M&A being a part of its skill set has to have a really broad APL. If you buy a book ...

Productivity Commission proposes more changes to financial advice

KARREN VERGARA  |  MONDAY, 6 AUG 2018
... products. It must also disclose the proportion of products recommended that are in-house versus recommendations that are off-APL. ASIC should publish this information annually and conduct audits to determine if advisers in meeting clients' best interests ...

Best-in-show funds pose pressing issues for advisers

KARREN VERGARA  |  WEDNESDAY, 13 JUN 2018
... not rule." "Having a clear-cut, 10-fund list that forms the core of every adviser's superannuation Approved Product List (APL) would create consistency in the advice provided to clients. It would also, hopefully, provide advisers with a more clearly ...

Blue Sky chair steps down amid business restructure

ALEX BURKE  |  MONDAY, 7 MAY 2018
... Alliance Fund - Dynamic Macro Portfolio was downgraded to 3.5 stars, or "low investment grade"; it is still considered for APL inclusion, but subject to certain restrictions.

Blue Sky funds downgraded after profit revisions

ALEX BURKE  |  FRIDAY, 20 APR 2018
... Alliance Fund - Dynamic Macro Portfolio was downgraded to 3.5 stars, or "low investment grade"; it is still considered for APL inclusion, but subject to certain restrictions. SQM said the fund has some degree of additional risk by way of performance ...