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Showing 261 - 270 of 1027 results for "SoA"

Chief economist update: Coronavirus infects oil market

BENJAMIN ONG  |  TUESDAY, 4 FEB 2020
It appears that no one and nothing is immune from the spread of the coronavirus. It's now turned the bull market in crude oil into a bear. Crude oil prices sank by more than 10% (the technical definition of a bear market) - WTI oil down 15.6%; Brent ...

Index investment soars: Research

ELIZABETH MCARTHUR  |  TUESDAY, 14 JAN 2020
New research from Rainmaker Information has revealed indexed investments in the Australian market grew by 22% in the year to September 2019, surging to more than $500 billion. Indexed investments grew by 22% over the period, twice as fast as active ...

Chief economist update: The rise and fall of oil

BENJAMIN ONG  |  THURSDAY, 9 JAN 2020
Crude oil prices rose in the early months of the New Year on the escalation of tensions between the US and Iran after an American drone strike in Iraq on January 3 that killed Qassem Soleimani -- the head of Iran's elite Quds military force. The ...

Dealer group boosts compliance team

JAMIE WILLIAMSON  |  TUESDAY, 17 DEC 2019
... 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 ...

Cost savings, RC boost digital advice

JAMIE WILLIAMSON  |  MONDAY, 16 DEC 2019
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 ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... 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 ...

Tech-powered is empowered: SOAs

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... 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 ...

Paraplanners tackle compliance challenges

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
... 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 ...

Dover, McMaster found guilty

JAMIE WILLIAMSON  |  FRIDAY, 22 NOV 2019
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 ...

Chief economist update: Lower iron ore a boon to the Aussie budget

BENJAMIN ONG  |  THURSDAY, 14 NOV 2019
"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 ...