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Showing 1 - 10 of 118 results for "APL"

New alternative investment firm lands in Sydney

MATTHEW WAI  |  MONDAY, 20 JUL 2026
... financial advisers on the longer-term. "I'm very aware that advisers typically need a fund to be on the approved product list (APL)... We are currently in the process of onboarding with a couple of the platforms. We're already available on non-custodial ...

Quinbrook appoints Australian lead

VINNY VUCAGO  |  FRIDAY, 12 JUN 2026
Energy transition infrastructure investor Quinbrook has appointed Tim Horneman as region leader for Australia, formalising his responsibility for the firm's local investment activities and business operations. The appointment strengthens Quinbrook's ...

Small pocket of failed measures can 'blow the entire business': Anderson

MATTHEW WAI  |  FRIDAY, 29 MAY 2026
... Anderson said. To improve, Anderson said licensees must assess products before they had put them onto an approved product list (APL), stating that they can't just rely upon research houses, or products that were included on the investment menu of ...

Generation Life snags super fund's head of risk

MATTHEW WAI  |  TUESDAY, 26 MAY 2026
... Robert Coulter earlier this month. Joining from Allianz Retire+, his role focuses on platform and institutional collaboration, APL positing and driving further adviser adoption of its investment bond and investment-lined lifetime income solutions.

Generation Life, PPS Mutual make senior distribution hires

KARREN VERGARA  |  TUESDAY, 5 MAY 2026
... from Allianz Retire+ where he served as head of key accounts. Coulter will focus on platform and institutional collaboration, APL positioning, and driving further adviser adoption of Generation Life's investment bond and investment-linked lifetime ...

GDG reports record FUM growth, eyes stronger second half

MATTHEW WAI  |  WEDNESDAY, 25 FEB 2026
Generation Development Group (GDG) saw strong returns across all its business lines in the six months to 31 December 2025, with net profit after tax growing 63% to $20.1 million in the period. The group is now targeting even better performance in the ...

EQT stands firm on defence, blames ASIC, third parties

KARREN VERGARA  |  MONDAY, 19 JAN 2026
Equity Trustees (EQT) is standing firm on defending itself against culpability for the Shield Master Fund collapse and ensuing investor losses, blaming ASIC for not doing its job, as well as third-party providers for their failures. Releasing its Summary ...

Interprac sued over Shield, First Guardian failures

JAMIE WILLIAMSON  |  THURSDAY, 13 NOV 2025
... alleges Interprac did not have an adequate process for approving financial products to be placed onto its approved product list (APL), relying entirely on minimum ratings from external research as a basis for APL inclusion. Court documents show Interprac ...

Shield, First Guardian fallout calls for tougher scrutiny on research houses, licensee governance

MATTHEW WAI  |  FRIDAY, 24 OCT 2025
... group or licensee, insist on a fund having an acceptable research rating before they'll add it to their approved product list (APL), even though the rating itself is essentially only a rubber stamp, with the potential that report is not read fully, or ...

Shield-linked advice firm director, compliance manager banned

JAMIE WILLIAMSON  |  THURSDAY, 28 AUG 2025
... was also the driving force behind it. Maikousis was also on the investment committee that recommended Shield be added to the APL, ASIC said, adding that he "did not have an adequate appreciation for a financial services business' fundamental obligations ...
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