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Showing 91 - 100 of 951 results for "SOA"

Economic recap: Week to October 29

BENJAMIN ONG  |  MONDAY, 1 NOV 2021
By most accounts, Jacinda Ardern's island has succeeded in combatting the coronavirus pandemic. As at October 26, worldometer.com data showed that New Zealand ranked among one of the countries in the world with the lowest case of COVID-19 infections ...

Economic recap: Week to October 15

BENJAMIN ONG  |  MONDAY, 18 OCT 2021
"...participants generally assessed that, provided that the economic recovery remained broadly on track, a gradual tapering process that concluded around the middle of next year would likely be appropriate. Participants noted that if a decision to begin ...

ASIC extends SoA relief measure

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
... circumstances. Further, ASIC is reintroducing a relief measure that gives advisers additional time to give their clients an SoA after time-critical advice has been provided. This means advisers have up to 20 business days instead of five business days ...

Economic recap: Week to October 8

BENJAMIN ONG  |  MONDAY, 11 OCT 2021
Combine economic stagnation and rising inflation and what do we get? We get stagflation -- the financial markets' fear du'jour. It had been nearly half a century ago when the global economy have had its last encounter with stagflation. he first ...

IDII pitfalls advisers should avoid

KARREN VERGARA  |  WEDNESDAY, 22 SEP 2021
... needs to be taken into account, I would absolutely recommend that's clearly documented as it needs to be in the RoA or SoA [when] switching products," she said. Advisers should think of it as "cost-benefit analysis". It's a matter of weighing up ...

SMSF establishments soar

ANNABELLE DICKSON  |  MONDAY, 6 SEP 2021
The popularity of self-managed superannuation funds (SMSFs) is on the rise with increased establishments and fewer wind ups in the year to June end, data from the ATO shows. There are currently 597,900 SMSFs with 1.1 million members. Throughout the ...

Responsible investment sector hits $1.2tn

RACHEL ALEMBAKIS  |  WEDNESDAY, 1 SEP 2021
The proportion of money managed using responsible investment techniques increased from 30 to 40%, faster than the increase of professionally managed funds in 2020, according to the Responsible Investment Association Australia (RIAA). RIAA has released ...

Economic recap: Week to August 20

BENJAMIN ONG  |  MONDAY, 23 AUG 2021
The continued spread of the Delta variant in most parts of the world - even in New Zealand despite being locked down after only one case - and reduced vaccine efficacy - as demonstrated by the rise in infections in Israel (one of the very first country ...

ROAR launches interactive SOA tool

KARREN VERGARA  |  TUESDAY, 10 AUG 2021
Financial planning technology firm ROAR Software has launched a Statement of Advice solution that comes with a human avatar. DynamicDocs, launched in partnership with customer engagement video software platform HumanableCX, converts Word-based SOAs ...

Netwealth integrates with fintech

KARREN VERGARA  |  FRIDAY, 6 AUG 2021
Newly launched financial advice software ProductRex has partnered with Netwealth. Advisers using the app are able to import data from Netwealth's platform into their ProductRex account. ProductRex managing director Nick Topham said the partnership ...