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Showing 1 - 10 of 192 results for "Approved Product"

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... past year, advisers have recommended, on a median basis, 19 managed account models from 25 available on their approved product lists. With approximately 1100 options available, that means advisers are only selecting less than 1% of options available. ...

Centrepoint Alliance targets further growth with new platform

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2024
... worth $280 billion by 2026. It added that the platform will complement the 12 platforms already available on its approved product list, including AMP, Praemium, HUB24 and Netwealth, in line with its position as an open architecture provider. "The pending ...

ASIC waves red flag at advisers, trustees over Choice products

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
... licensees assessed, ASIC found that in almost all cases, the underperforming products under review were on their approved product lists or were otherwise approved by the licensee. Six licensees based their product approvals on availability of options ...

Industry needs better retirement advice blueprint: Expert

KARREN VERGARA  |  THURSDAY, 30 NOV 2023
Longevity risk, a greying population, and the proliferation of retirement income products are forcing financial advisers to be better equipped in navigating a landscape that is becoming increasingly more complex, an industry expert says. Optimum Pensions ...

Kapstream wins new mandate

KARREN VERGARA  |  TUESDAY, 28 MAR 2023
Kapstream Capital has scored a new mandate from an $8.4 billion fund manager. Australian Ethical has appointed the fixed income specialist to its stable. In selecting Kapstream, Australian Ethical deputy chief investment officer and head of multi assets ...

Retail the next frontier for private markets: Preqin

ANDREW MCKEAN  |  FRIDAY, 7 OCT 2022
According to the Preqin Future of Alternatives in 2027 report, fund managers are pivoting to retail investors as institutional fundraising slows. The report said that private capital fund managers have long tried to tap into the retail market, having ...

Holon, Gemini launch retail crypto funds

CASSANDRA BALDINI  |  THURSDAY, 28 JUL 2022
... difficult to implement because of the challenges associated with custody, professional indemnity insurance and approved product lists. A regulated managed investment scheme removes this complexity," he said.

BWC Partners joins Count Financial

JAMIE WILLIAMSON  |  THURSDAY, 28 APR 2022
... in place to make the onboarding process as seamless as we could hope," Crowe said. "With a broad and flexible approved product list, we are confident that our clients will have access to the right investment and insurance solutions for their needs." ...

McLaren to leave BT

JAMIE WILLIAMSON  |  THURSDAY, 24 MAR 2022
... instrumental in building BT Panorama's ESG rating methodology for a dedicated Sustainable Investment Option approved product list, as well as developing and managing support for BT Panorama Managed Portfolios." "Marnie has been a committed and passionate ...

Morningstar hires new research business head

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 SEP 2021
... Adviser Research Centre and Research Advisory - its investment advisory offering through which it advises on approved product lists, model portfolios and managed accounts. He will work with another recent hire, director of financial planning products ...
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