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Showing 231 - 240 of 273 results for "Statement of Advice"

Praemium upgrades p-Desktop

RUTH LIEW  |  TUESDAY, 13 MAY 2008
... asset allocation, unrealised capital gains and income position before placing the trade. It can also create a Statement of Advice to record the analysis and advice given. Trades can be placed via p-Desktop's Order Management system which routes orders ...

CFP and Fin Wisdom upload Provisio

... calculations. The software also cuts the cumbersome paperwork and reduces the chances of data error by creating a Statement of Advice insert using Microsoft Word. "As a financial planner, I know one of the difficulties has always been transferring strategy ...

Aviva cuts accountants from insurance

MICHAEL HOBBS  |  FRIDAY, 2 MAY 2008
... firm, if the sum insured is less than $3 million, the cover can be awarded using only a financial adviser's statement of advice. However, for cover more than this amount, the group may need "additional supporting evidence", but they still won't require ...

Advice that spans three generations

MICHAEL HOBBS  |  THURSDAY, 24 APR 2008
... clients using investment bonds and provides a set of tools to ensure planners can develop the strategy in a statement of advice (SoA). Renato Mota, IOOF general manager of investor solutions said re-invented investment bonds are an effective way to estate ...

Securitor academy in the works

MICHAEL HOBBS REPORTING FROM THE CONFERENCE IN NEW ZEALAND  |  THURSDAY, 17 APR 2008
... our paraplanners as part of a practical learning experience," he said. "This course will take them beyond a statement of advice. It's really about the other skills they'll need in the future as a financial planners, from sourcing clients to communicating ...

Coin downsizes software for advisers

MICHAEL HOBBS  |  WEDNESDAY, 19 MAR 2008
... information to more than 100 different products and premiums. The insurance software is also able to produce a statement of advice and allows the adviser to either work offline, online or both, allowing them to use the program remotely when visiting ...

Fed Govt creates financial services task force

MICHAEL HOBBS  |  WEDNESDAY, 6 FEB 2008
... last year, the Financial Planning Association (FPA) together with ASIC and Treasury created the short form statement of advice (SOA). "The FPA will take our short-form SOA to the Working Group. We look forward to working together to improve access to ...

IRESS signs Asgard and Asteron

MICHAEL HOBBS  |  WEDNESDAY, 30 JAN 2008
... (Asgard) partnered with IRESS Market Technology (IRESS) to combine Xplan and AdviserNETgain in portfolio and statement of advice production and management service to Asgard advisers. Ed Ho, head of practice solutions at Asgard said the existing modelling ...

SOA at half price

The Financial Planning Association (FPA) has unveiled a simplified Statement Of Advice (SOA) which cuts planner preparation time by as much as 50 per cent. FPA chief executive, Jo-Anne Bloch, said the 'Simplified SOA' has been developed after the Financial ...

MLC calculates super insurance

... the results can be displayed on-screen in graph or table format, or printed as a report for inclusion in a Statement of Advice." "It is a breakthrough for advisers, enabling them to offer a more comprehensive insurance assessment for their clients." ...