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Showing 151 - 160 of 273 results for "Statement of Advice"

Life consumers influenced by premium pricing

KARREN VERGARA  |  FRIDAY, 9 JUN 2017
... Cover available through a financial adviser on the other hand is fully underwritten, but requires a multi-page statement of advice and product disclosure statements consumers often don't read or understand. A policy that has limited underwriting at the ...

ASIC consults on new statement of advice

EMMA RAPAPORT  |  WEDNESDAY, 31 MAY 2017
ASIC is now consulting with the financial services industry on a new example statement of advice for life insurance. The regulator's latest consultation paper seeks feedback on the new example Statement of Advice (SOA) and related updates to the guidance ...

Midwinter adds fintech partner

KARREN VERGARA  |  FRIDAY, 17 MAR 2017
... AdviceOS to enable real-time flow of insurance premium product data to the AdviceOS Fact Find, Client Portal and Statement of Advice generator. Client data from AdviceOS can be pre-populated into OmniLife, eliminating the double entry of data across ...

Findex assigns Aussie equities mandate

JAMIE WILLIAMSON  |  THURSDAY, 16 MAR 2017
... Management secured the contract, having first engaged with the wealth firm to consult on the refinement of its Statement of Advice for Australian equity portfolios. The Altair managed discretionary portfolios provide Findex advisers and its clients a ...

YBR partnership drives wealth renewal

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
... them to write 80% of advice recommendations in-house. Provisio combines illustration point of sales tools and statement of advice (SoA) capability for enhanced strategies in superannuation, investments and insurance. According to Adam Youkhana, general ...

Padua founder takes on new role

ALEX BURKE  |  WEDNESDAY, 22 FEB 2017
... traditionally been generated in Australia. Research shows it takes financial advisers almost seven hours to produce a statement of advice." "Advisers who work with Padua are able to produce a high-quality SOA in less than 30 minutes. Advisers use our ...

FPA expels and fines dishonest member

EMMA RAPAPORT  |  WEDNESDAY, 15 FEB 2017
... that was submitted for a client that falsely failed to disclose medical conditions; a recommendation in a Statement of Advice that the client transfer her insurance, without disclosure of medical history; and sending an email that improperly disclosed ...

FPA expels cheating member

EMMA RAPAPORT  |  THURSDAY, 19 JAN 2017
... that was submitted for a client that falsely failed to disclose medical conditions; A recommendation in a Statement of Advice that the client transfer her insurance, without disclosure of medical history; and Sending an email that improperly disclosed ...

Advice firm creates aged care subsidiary

JAMIE WILLIAMSON  |  FRIDAY, 13 JAN 2017
... service, as offered by Trusted Aged Care Services, comprises aged care assessment testing, a strategy paper, a Statement of Advice, assistance in finding suitable aged care facilities, negotiation of daily accommodation payments and assistance with relevant ...

Former Westpac planner banned

JAMIE WILLIAMSON  |  TUESDAY, 29 NOV 2016
... for eight years. He provided inappropriate advice to clients and failed to provide one client with a written statement of advice while employed by Westpac Financial Consultants. The regulator found that Bishop implemented an advice strategy that did ...