Search Results | Showing 11 - 20 of 1020 results for "SoA" |
| | | The average Australian billionaires' wealth grew by almost $600,000 a day in the past year, or over $10.5 billion collectively, Oxfam research found. Globally, billionaire wealth jumped by over 16% in 2025, three times faster than the past five-year ... |
| | | | There was no shortage of news impacting the financial advice community this year, with advisers bearing the brunt of negative sentiment in the wake of First Guardian and Shield collapses. But there were some bright spots throughout the year, including ... |
| | | | Actively managed emerging market strategies outperformed other assets classes, according to new Rainmaker Information research, with funds from UBS and RQI Investors leading the pack. Emerging market funds delivered 21.1% p.a. in the 12 months to September ... |
| | | | ... than 1000 advice documents using Advice Designer, and the platform is now approved by several major AFSLs. It reduces typical SOA creation time to under two hours, with 43% completed in under 60 minutes. "We're seeing growing interest from larger ... |
| | | | New research has revealed a decline in the number of zombie companies on the ASX in the last six months. KPMG Australia's latest data showed a drop of 41% in companies considered zombie, where they exhibit indicators of financial distress for an extended ... |
| | | | ... populate a range of client documentation using information from the Client Service Agreement (CSA) and Statements of Advice (SoA). The SoA for new business applications is also being piloted for rollout soon, and is said to be saving advisers, on average ... |
| | | | ... event. Behind the scenes, Insignia's homing in on making delivery more efficient. "We're very much focused on time to SoA and then SoA to implementation time, because that's where we find that we have a lot of double handling. "That's ... |
| | | | Private equity secondaries transactions are ramping up, as investors are consciously seeking external fund managers for their expertise in navigating changing conditions. bfinance's Sector in Brief: Private Equity Secondaries report noted that both ... |
| | | | The AFSL of MWL Financial Services has been cancelled, while both its director and its compliance manager have copped bans after they allegedly helped funnel more than $150 million in investments into the Shield Master Fund. MWL recommended Shield to ... |
| | | | Australian Ethical has revealed its results for the financial year to June 30, with funds under management (FUM) soaring to nearly $14 billion. FUM surged by 34%, or $3.5 billion, to $13.94 billion in FY25, which was a result of positive net flows ... |
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