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Showing 81 - 90 of 117 results for "APL"

Beacon approves DomaCom fractional property fund

STAFF WRITER  |  MONDAY, 19 MAY 2014
Beacon Financial Group will add the DomaCom fractional property fund to its approved product list (APL). DomaCom's property fund was launched in February and was aimed at meeting the needs of the independent financial advice (IFA) sector. "IFAs such ...

netwealth to launch managed account service by Q3

LAURA MILLAN  |  THURSDAY, 1 MAY 2014
... the third quarter of this year. The service will sit as another investment option within netwealth's approved product list (APL) and it will be available through the group's wrap and superannuation products. netweatlh executive director Matt Heine said ...

Perpetual Private creates new head of investment research role

MARK SMITH  |  THURSDAY, 1 MAY 2014
... evolving needs of its client base. Lidbury will be responsible for managing Perpetual Private's multi-manager product and the APL process for its model portfolio. Lidbury has 17 years' experience in financial services and moves into the position from ...

Bowen's FoFA fears "complete rubbish": AFA

LAURA MILLAN  |  WEDNESDAY, 12 FEB 2014
... from the ban on conflicted remuneration "is not something that's important to financial advisers because if you have a broad APL you can't have a discussion with your client and end up with a recommendation via providing general advice." "Licensees would ...

Centrepoint makes four key appointments

LAURA MILLAN  |  WEDNESDAY, 5 FEB 2014
... Initiatives team as head of Research and will be responsible for providing strategic research analysis for the management of the APL and monitoring the regulators' announcements and legislation affecting products. "A key focal point for Research will ...

Affinia appoints new national manager

STAFF WRITER  |  MONDAY, 20 MAY 2013
... advice, Gnanendran will be oversee technical risk for the Affinia network on all matters across our approved product list (APL) in relation to claims, technical product advice, underwriting and the overall advice process. Head of Affinia, Craig Parker ...

CFS fund celebrates 5-year anniversary with aplomb

MARK SMITH  |  WEDNESDAY, 10 APR 2013
The Colonial First State Wholesale Equity Income Fund has marked its five-year anniversary with strong performance figures. Since its launch at the height of the financial crisis in 2008, the strategy has had significantly lower volatility than the ...

AvSuper appoints Perpetual for a $75m equities mandate

LAURA MILLAN  |  TUESDAY, 26 FEB 2013
AvSuper has appointed Perpetual Investments for a $75 million Australian equities mandate. This is the first appointment that the Canberra-based superannuation fund has done in the last year and it is also the first time that it does business with Perpetual. ...

ClearView expands advice division

LINDA HAUSKEN  |  WEDNESDAY, 11 JUL 2012
ClearView Wealth Limited has expanded its advice division with the number of advisers in its dealer group increasing more than one-third since December. This expansion, announced via an ASX update, reflects ClearView's advice strategy which includes ...

APLs a potential minefield under FOFA

ELISE BURGESS  |  THURSDAY, 12 APR 2012
... and it is unclear how this will be impacted, said Lucas. "In reality, if you sponsor a group and you're guaranteed to get an APL, that could be issue," said Lucas. The question is now whether a bank-owned practice which is supported by the bank will ...