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Showing 121 - 130 of 1024 results for "SOA"

Mixed outlook for paraplanning: Study

ANDREW MCKEAN  |  FRIDAY, 20 JAN 2023
... providing comprehensive advice is $5335 per client. Some paraplanners believe the cost of advice can be attributed to the SoA or paraplanning itself. The survey showed the average plan fee for a standard comprehensive advice document is around $450 to ...

2023 will be better for bonds: Experts

CASSANDRA BALDINI  |  TUESDAY, 10 JAN 2023
Last year marked the worst performance for bonds since the 1970s and while soaring inflation overshadowed this narrative, it remains an important economic storyline for investors. Stepping into a new year and shaking off the 2022 credit chaos the question ...

What you read in 2022

CASSANDRA BALDINI  |  FRIDAY, 16 DEC 2022
Amid a year of economic turbulence and soaring inflation, Financial Standard's most read stories reveal attention was once again focused on the evolving superannuation sector. The worst performing super products and funds underscore the majority ...

Industrial property ensures big wins for TelstraSuper

ELIZABETH FRY  |  MONDAY, 21 NOV 2022
TelstraSuper investment chief Graeme Miller says exposure to industrial property delivered bumper returns for the superannuation fund as the boom in online shopping drove up values. The unlisted property sector makes up about 11% of the super fund's ...

We do get it: Levy

CASSANDRA BALDINI  |  FRIDAY, 18 NOV 2022
... acceptable", as well as concerns around financial advisers competing with non-relevant providers and what the Statement of Advice (SoA) might look like going forward.

If it ain't broke, don't fix it: Graham

CHLOE WALKER  |  FRIDAY, 18 NOV 2022
... before we do anything from that perspective." Graham said that regulators should consider ditching formal Statement of Advice (SOA) requirements, but he doesn't agree with paring back the use of SOAs. "SOAs generally are a disaster. They're bureaucratic ...

ASIC accepts EU firm from advice firm

CASSANDRA BALDINI  |  TUESDAY, 15 NOV 2022
... ASIC's attention following concerns the firm and its authorised representatives failed to provide Statements of Advice (SoA) to clients as required by the Corporations Act. The investigation identified the firm and its authorised representatives ...

Scientiam, DASH launch easy fund exit service

CASSANDRA BALDINI  |  WEDNESDAY, 2 NOV 2022
... contemporary solutions. The service, available via a subscription with Scientiam, leverages DASH's digital Statement of Advice (SoA) tool. It is exclusively offered through financial advisers and requires users to submit an adviser code when registering. ...

New ETF to invest in green metal producers

JAMIE WILLIAMSON  |  WEDNESDAY, 26 OCT 2022
Global X has launched the Global X Green Metals Miners ETF (GMTL), investing in companies producing metal for clean energy infrastructure and technologies. The ETF launch comes as significantly more green metals are required to produce, transmit and ...

Tech providers support QAR SOA proposals

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
... In the response, titled Through the Lens of the Modern Adviser, Henderson highlights extensive research that points to the SOA adding little value. "With years of evidence clearly indicating that SOAs do not hold the true value of advice for most consumers ...