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Showing 131 - 140 of 1027 results for "SoA"

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 ...

Ethical ETF popularity soars

RACHEL ALEMBAKIS  |  FRIDAY, 23 SEP 2022
Demand for ethical ETFs continues to surge, surpassing $8 billion, according to BetaShares. Total ethical ETFs listed on the ASX and Cboe are more than $8.5 billion, with BetaShares' range of ethical ETFs constituting nearly half, according to BetaShares ...

Burgeoning challenges of the advice industry: Padua

ANDREW MCKEAN  |  THURSDAY, 22 SEP 2022
... advice documents," she remarked. According to Financial Services Council (FSC) survey data, the average Statement of Advice (SOA) takes around 20 hours to produce. But, broken down further, the average Record of Advice (ROA) takes approximately two to ...

Focus on providing 'good advice': QAR draft proposals

JAMIE WILLIAMSON, CASSANDRA BALDINI  |  MONDAY, 29 AUG 2022
... by advisers given the heavy emphasis on templated content," Levy writes. She highlights that removing the requirement for a SOA and ROA with their prescribed content would place more responsibility on providers to consider how they should offer advice ...

Insignia Financial, Personetics partnership

CASSANDRA BALDINI  |  THURSDAY, 4 AUG 2022
Insignia Financial has partnered with technology software firm Personetics to boost its financial advice offering. Using data personalisation experts, the collaboration will trial technology, tailor information and create new user experiences to reach ...

Clear up uncertainty: AFA, FPA

JAMIE WILLIAMSON  |  FRIDAY, 17 JUN 2022
... with little ability to absorb the increased costs." The FPA's recommendations include "exempting some simple strategies from SoA requirements, consolidation of advice fee authorisation requirements, aligning the CPD year with the Financial Adviser Register ...

Padua launches new adviser tool

CASSANDRA BALDINI  |  THURSDAY, 16 JUN 2022
... Esler said the tool was designed to reduce time spent on advice documents for their clients. "Advisers can produce the ROA or SOA, best interest duty (BID) statement and product comparison instantly and can also compare the fees and features across over ...

Pandemic created a new billionaire every 30 hours: Oxfam

CHLOE WALKER  |  WEDNESDAY, 25 MAY 2022
Billionaire wealth soared during and after the pandemic, with a new billionaire created every 30 hours in 2022, a new Oxfam International brief reveals. According to Oxfam, the total wealth of the world's billionaires is now equivalent to 13.9% of global ...