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Showing 31 - 40 of 164 results for "Approved Product List"

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
... platform 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 ...

Life insurers admit to misconduct: Royal Commission

HARRISON WORLEY  |  MONDAY, 10 SEP 2018
This morning the Royal Commission heard about instances of misconduct in the life insurance industry and where conduct fell below community standards and expectations. Opening the sixth round of Royal Commission hearings, counsel assisting Rowena Orr ...

Productivity Commission proposes more changes to financial advice

KARREN VERGARA  |  MONDAY, 6 AUG 2018
The financial advice industry is bracing itself for more proposed changes to approved product lists (APLs), remuneration and terminology following the Productivity Commission's inquiry into the state of competition in Australia's financial system. ...

Last chance to participate in the annual FS Managed Accounts Survey

MICHELLE BALTAZAR  |  WEDNESDAY, 1 AUG 2018
... didn't think managed accounts will gain traction, the primary reasons given were lack of access (not on their Approved Product List) or due to restrictions on their AFSL. The survey is running again this year. You can participate in the survey by ...

Pengana hires distribution lead from NAB

KANIKA SOOD  |  THURSDAY, 19 JUL 2018
Pengana Capital Group has appointed a NAB strategic account manager to its distribution and marketing team in a newly-created role. Brett Guerin will be responsible for managing Pengana's relationships with large dealer groups and their associated ...

The future of advice fee structures

JAMIE WILLIAMSON  |  MONDAY, 18 JUN 2018
To ensure the success of financial advice businesses in the post-Royal Commission world, financial advisers must separate planning and product advice fees, as well as benchmark both planning advice fees and portfolio performance. That is the view of ...

Best-in-show funds pose pressing issues for advisers

KARREN VERGARA  |  WEDNESDAY, 13 JUN 2018
... not, why 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 ...

$900bn of wealth soon up for grabs: Research

HARRISON WORLEY  |  THURSDAY, 24 MAY 2018
Financial adviser review service Adviser Ratings is anticipating an adviser exodus over the next five years, as scrutiny on the advice industry changes the landscape. According to Adviser Ratings research, structural transition of the industry will ...