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Showing 221 - 230 of 273 results for "Statement of Advice"

Decimal updates online super advice system

COMPANY RELEASE  |  WEDNESDAY, 11 NOV 2009
... clients and members the result of choosing different strategies. The technology can also provide a customised statement of advice (SoA). "Our system brings to market an efficient and inexpensive method of resolving what the Australian Securities and ...

Fin services shines in Telstra Awards

COMPANY RELEASE  |  THURSDAY, 6 AUG 2009
... ambassador for the awards. The New South Wales financial planning firm's business model goes beyond providing a statement of advice and also provide personal lifestyle coaching, counselor and mediator services. The firm raised more than $300,000 for ...

Sunsuper extends planning service

MICHAEL HOBBS  |  THURSDAY, 30 JUL 2009
... targeting members 40 years and older for the program which provides members with an easy to understand 8 page statement of advice (SoA) on how their retirement savings are stacking up against what the member desires in retirement. Tony Lally, chief executive ...

AustSafe Super licensed for advice

RUTH LIEW  |  MONDAY, 27 APR 2009
... Meredith and to provide back office support. This includes training, compliance services and production of Statement of Advice.

AFA hits back at fee-for-service report

RUTH LIEW  |  THURSDAY, 5 MAR 2009
... analysing five real life Industry Fund Financial Planning (IFFP) case studies. Rice Warner then analysed the Statement of Advice (SoA) output from these five case studies to measure the cost of advice and the benefits if the advice was followed. In November ...

Fin Simplicity upgrades tech

MICHAEL HOBBS  |  FRIDAY, 21 NOV 2008
... client model portfolios or asset allocations and then print the supporting documentation for a client in a statement of advice (SoA). This technology can also be configured to account specific rules or preferences and information can also shared among ...

IRESS upgrades service

MICHAEL HOBBS  |  FRIDAY, 19 SEP 2008
... planners with easier access to alternative income streams such as mortgage broking and the ability to create a statement of advice across all investment platforms faster. The firm's next update, version 130, includes a mortgage comparative tool which ...

Telstra Super FP hires Coin

RUTH LIEW  |  MONDAY, 11 AUG 2008
... Planning's general manager, Steve Grinter, said the business required continual development of its existing Statement of Advice document, in-house modeling tools and infrastructure - areas that Coin's software could enhance. "Whenever we approach an ...

eWrap veteran unveils free planning tool

MICHAEL HOBBS  |  WEDNESDAY, 6 AUG 2008
... Kolbusz has resurfaced and developed decimal - a free website that allows financial planners to quickly make a statement of advice (SoA). Managing director of decimal, Kolbusz spent nine years as chief operating officer at Asgard Wealth Solutions, formerly ...

MLC adopts paraplanning referral service

MICHAEL HOBBS  |  MONDAY, 14 JUL 2008
... of its SoA Solutions team. "We have seen a substantial growth in the use of MLC's Paraplanner Academy and Statement of Advice (SoA) Coaches recently and with the current succession planning challenges across the industry, we expect this trend to continue," ...