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Showing 71 - 80 of 164 results for "Approved Product List"

Landmark advice reforms pass Senate

EMMA RAPAPORT  |  FRIDAY, 10 FEB 2017
The wealth management industry was overwhelming in its support of the Senate passing two significant reforms aimed at strengthening consumer confidence in the financial planning and life insurance sectors. Both pieces of legislation were passed unchallenged ...

SQM upgrades Trilogy Monthly Income Trust

EMMA RAPAPORT  |  TUESDAY, 7 FEB 2017
Trilogy Funds' flagship mortgage trust Trilogy Monthly Income Trust will receive a 4 Star - Superior rating from SQM research, an increase of a quarter of a star from last year. The superior rating, which classifies the trust as 'suitable for inclusion ...

Winston Capital expands west

KERRIE SYDEE  |  THURSDAY, 1 DEC 2016
Western Australia and South Australia are set to rival the eastern states when it comes to growth and innovation in the financial services industry, according to Winston Capital. The funds management distribution firm is opening a new office in Perth ...

Zenith finds value in reduced blue chip exposure

ALEX BURKE  |  TUESDAY, 12 JUL 2016
The best-performing funds on Zenith's approved product list were those that reduced exposure to the top 20 ASX stocks, according to its 2016 Australian Large Companies Sector Review. The review found that, on average, approved Zenith products returned ...

Fortnum picks up award winning practice

KERRIE SYDEE  |  TUESDAY, 10 MAY 2016
... end of 2015. "It was clear that we needed to join a profitable, independently-owned licensee with a broad approved product list and a firm commitment to advice for the long term. "Fortnum is big enough to provide the services and support we need but ...

FPA supports "bitter harvest" recommendations

ALEX BURKE  |  FRIDAY, 18 MAR 2016
The Financial Planning Association has come out in support of the Senate Economics References Committee's recommendations for stronger ASIC penalties and redefining the term "general advice". FPA chief executive Dante De Gori said that the FPA "recognises ...

UniSuper announces tax referrals as intra-fund advice grows

ALEX BURKE  |  WEDNESDAY, 2 MAR 2016
... non-super related investments. "UniSuper runs a comprehensive financial planning business, with an extensive Approved Product List that allows our advisers to provide complete advice across superannuation, investments, insurance and retirement strategies ...

DomaCom raises $8m in pre-IPO capital

DARREN SNYDER  |  FRIDAY, 5 FEB 2016
... than 35 financial planning dealer group investment committees have agreed to put the DomaCom fund on their approved product list.

Government releases final risk reforms package

ALEX BURKE  |  MONDAY, 9 NOV 2015
The Government has released the final life insurance reforms package. Based on ongoing industry consultation and collaboration with the Association of Financial Advisers, Financial Planning Association and Financial Services Council, the final reforms ...

XTBs added to Praemium, HUB24 super platforms

ALEX BURKE  |  WEDNESDAY, 21 OCT 2015
Exchange-traded bond (XTB) units have been added to HUB24 and Praemium's superannuation platforms. XTBs provide retail investors access to units of individual corporate bonds issued by the top 50 ASX-listed companies. As of today, they are available ...