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Showing 61 - 70 of 192 results for "Approved Product"

Long-short performance justifies fees: Zenith

ALEX BURKE  |  TUESDAY, 28 NOV 2017
... 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 ...

Elders continues impressive growth run

JAMIE WILLIAMSON  |  MONDAY, 20 NOV 2017
... 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 ...

The PI risks of goals-based advice

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
... 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 ...

New consultancy bridges IFA support gap

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2017
... 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 ...

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
... 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 ...

Research house and advice group partner

JAMIE WILLIAMSON  |  TUESDAY, 10 OCT 2017
... 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 ...

EXCLUSIVE: BTFG and Morningstar announce adviser and research partnership

DARREN SNYDER  |  THURSDAY, 14 SEP 2017
... 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 ...

Spring FG to join dealer group ranks

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2017
... 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 ...