Search Results | Showing 261 - 270 of 1024 results for "SOA" |
| | | ... new role, Mirzoyan will present at PD days and conferences, and develop compliance and advice materials. This will include SOA templates, technical articles and policies and procedures. Mirzoyan was most recently a technical consultant at MLC Wealth ... |
| | | | One of the largest providers of SOAs has seen a significant rise in users, with the cost of super and pension investments dropping by up to 10 basis points on the back of digital advice. The Sargon Decimal annual Digital Insights report shows that between ... |
| | | | ... went to Tupicoffs, with the FPA Paraplanner of the Year Award presented to Lachlan Haigh. "Lachlan's Statement of Advice (SOA) submission clearly shows excellence in paraplanning, including demonstration of how his work and research made significant ... |
| | | | ... allow advice delivery to be more accessible, personalised and meaningful for clients." Working with fintechs to create digital SOA technology, the association has conducted consumer testing on digital SOA examples. All consumers tested said they much ... |
| | | | ... Standard 6 could be read to mean that subject and scope are going to become more important and that should be reflected in an SOA. For example, paraplanners need to explain why certain issues were not addressed to accurately outline the scope of the ... |
| | | | The Federal Court has found Dover Financial Advisers and Terry McMaster guilty in the case brought against them by ASIC. In a judgement handed down on Friday, Dover Financial Advisers and Terry McMaster have been found guilty of false, misleading and ... |
| | | | "It was the best of times, it was the worst of times..." - Charles Dickens, A Tale of Two Cities. In the case of iron ore prices, it's a tale of two markets this year - a bull market in the first half; a bear market in the second half. Iron ore ... |
| | | | It's beginning to look a lot like Christmas has come early... and Thanksgiving too. Wall Street benchmark equity indices rallied at the close of trading last week: The S&P 500 added 1.0% to a new all-time high; the Nasdaq closed 1.1% up but not ... |
| | | | Bitcoin increased its market cap by $55 billion after Chinese President Xi Jinping said China must "seize the opportunity" for blockchain technology. "We must take blockchain as an important breakthrough for independent innovation of core technologies ... |
| | | | ASIC is calling time on the financial services industry's reliance on disclosure as the default consumer protection, saying it enables poor conduct and poor consumer outcomes. The regulator said disclosures have been assumed to inform consumers to make ... |
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