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Showing 171 - 180 of 1027 results for "SoA"

IDII pitfalls advisers should avoid

KARREN VERGARA  |  WEDNESDAY, 22 SEP 2021
... 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 ...

SMSF establishments soar

ANNABELLE DICKSON  |  MONDAY, 6 SEP 2021
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 ...

Responsible investment sector hits $1.2tn

RACHEL ALEMBAKIS  |  WEDNESDAY, 1 SEP 2021
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 ...

Economic recap: Week to August 20

BENJAMIN ONG  |  MONDAY, 23 AUG 2021
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 ...

ROAR launches interactive SOA tool

KARREN VERGARA  |  TUESDAY, 10 AUG 2021
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 ...

Netwealth integrates with fintech

KARREN VERGARA  |  FRIDAY, 6 AUG 2021
Newly launched financial advice software ProductRex has partnered with Netwealth. Advisers using the app are able to import data from Netwealth's platform into their ProductRex account. ProductRex managing director Nick Topham said the partnership ...

IOOF advice outflows soar

ANNABELLE DICKSON  |  THURSDAY, 29 JUL 2021
The wealth manager recorded significant outflows in its financial advice business as advisers departed following its transformation strategy. Financial advice recorded $2.2 billion in outflows from 33 advisers departing from IOOF's self-employed advice ...

Economic recap: Week to July 23

BENJAMIN ONG  |  MONDAY, 26 JUL 2021
The Delta variant outbreak remained the focus of attention in Australia. The daily case of infections in Greater Sydney surged to 136 on Friday (July 23) - the highest number since the this year's outbreak - prompting the NSW premier Gladys Berejiklian ...

Zenith adds client to Macquarie Wrap

ANNABELLE DICKSON  |  FRIDAY, 23 JUL 2021
Zenith Investment Partners has launched a new managed account client on Macquarie Wrap as adviser demand for managed account solutions soars. Zenith worked with The Moreton Group to develop a customised managed account on Macquarie Wrap, which has helped ...

Advisers overlook home equity release strategies

KARREN VERGARA  |  THURSDAY, 22 JUL 2021
Financial advisers are shunning home equity release or reverse mortgage strategies that could potentially benefit retiree clients, according to new research. Regtech Fourth Line and retiree financial services provider Pension Boost looked at the Statement ...