Search Results | Showing 61 - 70 of 192 results for "Approved Product" |
| | ... and 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 ... |
| | | ... to 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 ... |
| | | ... good a practice's processes for implementing goals based strategies are," he said. When it comes to providing approved product lists, Martinis said less is more. "Don't give your PI insurer the Zenith recommended list as your APL because you cannot possibly ... |
| | | ... the 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 ... |
| | | 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 ... |
| | | ... 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 ... |
| | | ... to 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 ... |
| | | ... of financial product research in addition to specialised investment consulting services to enhance Synchron's approved product list. Lonsec Research chief executive Matt Olsen said the company is excited to be supporting the dealer group. Likewise, Synchron ... |
| | | ... research platform for asset managers and wealth management professionals. This will support BT's research process, Approved Product List (APL) management and reporting needs. Additionally Morningstar will provide and host a bespoke web portal for financial ... |
| | | ... For practitioners, the new dealer group service offering will include basic compliance and education services, approved product list management and professional indemnity insurance cover, as well as custom solutions for advisers and brokers with more ... |
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