Search Results | Showing 91 - 100 of 952 results for %22SOA%22 |
| | ... questions about usage, preparation and record keeping. It also outlines the exemptions from providing a Statement of Advice (SOA) e.g. where there is no buy or sell advice, where the advice relates to an investment no larger than $15,000, COVID-19 advice ... |
| | | 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 ... |
| | | "...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 ... |
| | | ... 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 ... |
| | | 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 ... |
| | | ... 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 ... |
| | | 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 ... |
| | | 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 ... |
| | | 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 ... |
| | | 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 ... |
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