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Showing 21 - 30 of 176 results for "Approved Product List"

Zenith introduces ESG classification

KARREN VERGARA  |  FRIDAY, 16 JUL 2021
More than 800 funds on Zenith Investment Partners' approved product list now have a responsible investment classification. The responsible investment classification aims to help financial advisers with an environmental, social and governance (ESG) ...

Raiz rolls out SMSF functionality

ELIZABETH MCARTHUR  |  THURSDAY, 15 JUL 2021
Self-managed superannuation fund trustees are the latest target market for financial services platform Raiz. Raiz Invest is now open to SMSFs. It charges a fee of 0.275% per annum for balances over $15,000 ($20,000 for the Custom Portfolio offer) which ...

AMP extends life insurance APL

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 NOV 2020
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 ...

Self-licensing on the horizon

KARREN VERGARA  |  MONDAY, 19 OCT 2020
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 ...

Hearts and Minds but no ratings

ALLY SELBY  |  TUESDAY, 21 JUL 2020
... 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. ...

Implemented Portfolios partners with Wealth Today

ELIZA BAVIN  |  THURSDAY, 2 JUL 2020
... 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 ...

AMP approved product list under fire

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 JUL 2020
... 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 ...

Managed accounts use broadens

HARRISON WORLEY  |  WEDNESDAY, 22 APR 2020
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 quietly rolls out low-cost platform menu

HARRISON WORLEY  |  FRIDAY, 14 FEB 2020
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 ...

The ingredients of a successful fund manager

KANIKA SOOD  |  WEDNESDAY, 22 JAN 2020
... 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). ...