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Showing 51 - 60 of 164 results for "Approved Product List"

ASIC ramps up surveillance and remediation after adviser conflict report

KARREN VERGARA  |  THURSDAY, 25 JAN 2018
ASIC is ramping up its surveillance and remediation processes to help curb further adviser conflicts of interest within vertically integrated institutions. In light of the Report 562 findings, which examined adviser conflicts of interest across bank-owned ...

FSC finalises life insurance APL guidelines

ALEX BURKE  |  FRIDAY, 22 DEC 2017
The Financial Services Council finalised the standard for life insurance approved product lists. From 1 July 2018, Australian financial service licencees who are members of the FSC will be required to include three or more life insurers on their APL. ...

Institutional advice licensees to continue feeling the heat

JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2017
It's only a matter of time before institutional advice licensees open up their approved product lists as they try to compete with the growing popularity of the non-aligned space. HUB24 managing director Andrew Alcock believes the ongoing impact of the ...

Long-short performance justifies fees: Zenith

ALEX BURKE  |  TUESDAY, 28 NOV 2017
... important factor of an investment decision," especially given that global long-short products on Zenith's approved product list charge an average management fee of 1.3% per annum - or a 33% premium to global long-only funds. However, Zenith said "it ...

Elders continues impressive growth run

JAMIE WILLIAMSON  |  MONDAY, 20 NOV 2017
... help forge referral alliances in Victoria. At the time Dwyer said he was attracted to Elders for its open Approved Product List and strong support networks. "I believe Elders is a good fit for me, having grown up in the region and I'm really looking ...

The PI risks of goals-based advice

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
Financial advisers making the switch to goals-based advice must ensure they are adequately covered with professional indemnity insurance. That was the warning heeded by delegates at the inaugural Association of Goals Based Advice conference in Sydney ...

New consultancy bridges IFA support gap

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2017
... issue - there's the platform fee and the restrictions that are placed around some of the products on the approved product list (APL) and that's where [a lot of the cost] is added in." Added costs exist because it helps subsidise the channel - this is ...

BTFG widens life insurance APL

ALEX BURKE  |  WEDNESDAY, 1 NOV 2017
BT Financial Group advisers will see their life insurance approved product list expand to a minimum of three, up from one currently. At the moment, Westpac Life is the only insurer on the BT Financial Advisers APL, although BTFG noted that over the ...

Investment boutique adds global SMA

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2017
... compelling partner for launching their first global SMA. PPM will be one of only two global SMAs on the Powerwrap approved product list," MacNally said. Powerwrap head of distribution Richard Carr said the platform is supportive of the PPM launch, commenting ...

Elders boosts Victorian presence

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2017
... supporting him to achieve his vision for the business." Dwyer said he was attracted to Elders for its open Approved Product List and strong support networks. "I believe Elders is a good fit for me, having grown up in the region and I'm really looking ...