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Showing 111 - 120 of 1027 results for "SoA"

Viridian picks up advice firm

CHLOE WALKER  |  WEDNESDAY, 19 APR 2023
Viridian Financial Group has acquired a Queensland-based boutique advice firm, with plans to leverage its use of video Statements of Advice (SoAs). Viridian has acquired Enlightened Financial Solutions, founded by chief executive and Financial Standard ...

Top 10% pocket 93% of Australia's wealth: Research

CHLOE WALKER  |  WEDNESDAY, 12 APR 2023
New data from the Australia Institute indicates middle-income earners receive just 7% of economic growth per person since 2009, while the top 10% keep getting richer. The data, taken from the World Inequality Database (WID) that shows real national ...

FYG Planners partners with Asendium

KARREN VERGARA  |  FRIDAY, 24 MAR 2023
... to utilise Asendium's Statement of Digital Advice (SoDA) system. This enables advisers to tailor the Statement of Advice (SoA) to their specifications in less time and at lower cost compared to traditional means. Asendium chief executive Scott Miller ...

DASH lands venture capital investment

ANDREW MCKEAN  |  WEDNESDAY, 22 MAR 2023
... will enable advisers to deliver advice seamlessly from online fact finding through to modelling and the Statement of Advice (SoA), Whelan said. DASH is specifically targeting all the key friction points in the financial planning workflow. The first is ...

Lending to small businesses increases: Survey

KARREN VERGARA  |  MONDAY, 20 MAR 2023
Despite soaring interest rates, the number of small business owners borrowing from banks has sharply risen in 2022, a new survey reveals. More than a third (36%) of Australian small businesses canvassed by CPA Australia are increasingly relying on external ...

CALI hires policy director from FPA

KARREN VERGARA  |  TUESDAY, 14 MAR 2023
The Council of Australian Life Insurers has welcomed the former policy head of the Financial Planning Association of Australia to its leadership ranks. Ben Marshan will join CALI on March 27 as director of policy and industry affairs, following an announcement ...

Advice complaints decelerate: AFCA

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
... themselves in a dispute. To minimise this, he urged advisers to ensure that clients fully understand Statements of Advice (SOA), and to provide them with clarity in documentation in "plain English ensuring consumers understand the type of advice it's ...

Claimants tend to be younger women: Research

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
New life insurance research shows that women who make cancer-related claims tend to be younger than men. A MetLife study found that females making cancer-related claims in the areas of death, income protection, terminal illness, TPD and trauma are younger ...

QAR does not "trash" FoFA: Anderson

CASSANDRA BALDINI  |  TUESDAY, 7 MAR 2023
... provide advice documentation as another solution that should be fast tracked. "The requirement to prepare a Statement of Advice (SoA) was a Financial Services Reform Act initiative dating back to 2001. This was not a FoFA reform, so there can be no FoFA ...

Adviser pay, incentives disparity revealed

KARREN VERGARA  |  FRIDAY, 17 FEB 2023
Experienced financial advisers working across major cities are earning as much as $150,000 per year, significantly more than their counterparts in smaller and regional hubs. According to consulting firm Business Health, which canvassed nearly 100 advice ...