Search Results | Showing 1 - 10 of 164 results for "Approved Product List" |
| | A new report from State Street and Investment Trends found a record 25% of all new client inflows are placed into managed accounts. The proportion of advisers using them has more than tripled from 18% a decade ago to an equal record high of 56% now. ... |
| | | ... $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 launch ... |
| | | An extensive review of processes across superannuation trustees, financial advisers and advice licensees has found very little evidence that consumers are aware of how poorly Choice products they're in are performing, and that such underperformance ... |
| | | Holon has partnered with Gemini to launch Australian unlisted retail Bitcoin (BTC), Ethereum (ETH) and Filecoin (FIL) funds. The launch will provide local investors and financial advisers with regulated access to the burgeoning blockchain and cryptocurrency ... |
| | | ... 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." Count's ... |
| | | ... 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 appointed an advice executive, who previously led Matrix Planning Solutions, to lead its research and investment advisory business lines. Rick Di Cristoforo has been appointed director of research products. In his new role, Di Cristoforo ... |
| | | In a win for financial advisers, the Design and Distribution Obligations (DDO) regime will scrap the nil-reporting rule. In the Updated amendments to the design and distribution obligations document released by Treasury, advisers will no longer be required ... |
| | | More than 800 funds on Zenith Investment Partners' approved product list now have a responsible investment classification. The responsible investment classification aims to help financial advisers with an environmental, social and governance (ESG) ... |
| | | Self-managed superannuation fund trustees are the latest target market for financial services platform Raiz. Raiz Invest is now open to SMSFs. It charges a fee of 0.275% per annum for balances over $15,000 ($20,000 for the Custom Portfolio offer) which ... |
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