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Showing 61 - 70 of 164 results for "Approved Product List"

Research house and advice group partner

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

Spring FG to join dealer group ranks

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

DomaCom to ease issue of retirement funding

JAMIE WILLIAMSON  |  FRIDAY, 28 JUL 2017
... DomaCom has successfully completed 43 property crowdfunding transactions and has been admitted on to the approved product list of 43 adviser groups representative of about 240,000 clients.

FPA supports ASIC independence definition

KARREN VERGARA  |  FRIDAY, 30 JUN 2017
... ASIC's definition, very few licensees or advisers would qualify as independent, regardless of how broad their approved product list is. ASIC said it acknowledges the uncertainty the definitions raise in the financial advice industry and will give advisers ...

Independence definition too restrictive: AFA

ALEX BURKE  |  WEDNESDAY, 28 JUN 2017
... ASIC's definition, very few licensees or advisers would qualify as independent, regardless of how broad their approved product list is. "This is a very restrictive definition that includes a range of factors that in our view do not impact upon what we ...

Hassle-free housing investment

JAMIE WILLIAMSON  |  FRIDAY, 2 JUN 2017
Advisers can help keep the Australian dream of owning a property alive in the midst of the affordability crisis with the option of fractional ownership in residential housing. Actively seeking relationships with financial advisers, BRICKX chief executive ...

ClearView slams APL standard

KARREN VERGARA  |  TUESDAY, 18 APR 2017
Listed financial advice firm ClearView criticised the Financial Services Council's life insurance approved product list draft standard as superficial and ineffectual, saying it will only allow sub-par practices to continue. ClearView managing director ...

FSC launches draft APL standard for risk advice

ALEX BURKE  |  THURSDAY, 13 APR 2017
The FSC is debuting its draft life insurer approved product list standard, the final version of which will become mandatory for all members. The goal of the FSC's APL standard is to increase competition among life insurers and reduce potential conflicts ...

Property manager creates unlisted fund

JAMIE WILLIAMSON  |  TUESDAY, 28 FEB 2017
A subsidiary of an Australian property fund manager recently launched its new unlisted property fund. This week Centuria Property Funds launched the Centuria Diversified Property Fund. It is a multi-asset, open-ended unlisted property fund with an objective ...