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Showing 71 - 80 of 117 results for "APL"

FEATURE: Where next for risk advice?

ALEX BURKE  |  TUESDAY, 28 APR 2015
... choice and/or advice conflicts; that every licensee includes at least half of the 13 authorised retail life providers on its APL; that licensees and advisers address cultural barriers to reform; and that a Life Insurance Code of Practice is developed ...

ClearView predicts end of independent financial advice

ALEX BURKE  |  WEDNESDAY, 1 APR 2015
... lenient, arguing all 13 should be included. Swanson explained, "If licensees are only required to have seven insurers on their APL, there would be continuing opportunities for vertically-owned licensees to restrict choice and competition, which is not ...

Trowbridge releases final report

ALEX BURKE  |  THURSDAY, 26 MAR 2015
... choice and/or advice conflicts; that every licensee includes at least half of the 13 authorised retail life providers on its APL; that licensees and advisers address cultural barriers to reform; and that a Life Insurance Code of Practice is developed ...

ClearView calls for life insurance industry crackdown

ALEX BURKE  |  TUESDAY, 24 FEB 2015
... payments, which start from around $100,000 and rise to over $300,000 per annum for life insurance products, to be placed on their APL. "This means that customers are often recommended a product not because it's the most suitable and appropriate, but ...

Perpetual reveals institutional, platform mandates

LAURA MILLAN  |  THURSDAY, 22 JAN 2015
Perpetual's funds management business saw positive net inflows during the December quarter, with a number of its strategies receiving mandates from platforms and an institutional client. Perpetual did not reveal the names of the organisations that it ...

Instos offer advice at a loss to drive product sales: EY

LAURA MILLAN  |  TUESDAY, 9 SEP 2014
... of advice delivery, product selection and service offerings." To EY, "these include remuneration or incentive structures, APL design and execution, the way advice is priced and KPIs regarding internal product sales." The submission asked for a sustainable ...

HUB24 hits $1bn milestone amid rapid growth

LAURA MILLAN  |  THURSDAY, 4 SEP 2014
... funds. "Paragem is now incredibly well positioned and equipped to be a landing pad for IFA practices seeking a non-conflicted APL while accessing technology which will effectively leapfrog traditional wrap platforms," Paragem managing director Ian Knox ...

GPS Wealth approves DomaCom fractional property fund

STAFF WRITER  |  TUESDAY, 15 JUL 2014
... property fund. This latest approval means that nearly 400 advisers now have the DomaCom fund on their approved product list (APL). Commenting on the approval, GPS Wealth chief executive Greg Holman said: "Using technology, DomaCom have given property ...

Prepare for the 'financial Amazon': Joye

JAMES FERNYHOUGH  |  THURSDAY, 19 JUN 2014
Online financial supermarkets akin to Amazon are the future of financial services distribution, according to YBR Funds Management's Christopher Joye. Speaking at the Financial Standard MAX forum in Sydney yesterday, Joye said there was a surprisingly ...

Zurich global growth fund added to Securitor APL

STAFF WRITER  |  WEDNESDAY, 11 JUN 2014
The Zurich Investments Global Growth Share Fund has been included on Westpac-owned dealer group Securitor's approved product list. Philip Kewin, general manager retail for Zurich's life and investments business, said the inclusion reflected an encouraging ...