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Showing 291 - 300 of 1020 results for "SoA"

PractiFI opens US office

KARREN VERGARA  |  WEDNESDAY, 22 AUG 2018
... of Advice (SOAs) in real time. The partnership allows advisers to retrieve client data from PractiFI and published in a new SOA. "Partnering with Nod delivers on our commitment to innovation, giving advisers the ability to use artificial intelligence ...

Chief economist update: A new currency is born

BENJAMIN ONG  |  TUESDAY, 21 AUG 2018
Want a massive pay rise? An immediate 3464% (no typos there, it's a three thousand four hundred and sixty four percent) bump up in your wages? Pack your bags and move to Venezuela! You'll have to thank Venezuelan President Nicolas Maduro for ...

Chief economist update: At the core-core of it

BENJAMIN ONG  |  TUESDAY, 31 JUL 2018
Financial markets could have a brand new worry (or not) depending on the outcome of the Bank of Japan's (BOJ) monetary policy meeting that's due to conclude this day. The 30-31 July meeting is particularly significant given last week's flare-up ...

Advisers grapple with client retention

KARREN VERGARA  |  WEDNESDAY, 18 JUL 2018
Financial advisers are losing clients and the ongoing financial services Royal Commission isn't helping. The good news is professional standards reform is helping restore the reputation of the industry, Investment Trends research reveals. In the ...

Soaring funeral costs require adviser airtime

KARREN VERGARA  |  MONDAY, 16 JUL 2018
The soaring costs of funerals is an area financial advisers must factor into the estate planning process, particularly for those living in Sydney. Based on the experience of Australian Unity Trustees national manager of estate planning, Anna Hacker ...

Advised clients and their most frequently asked questions

KARREN VERGARA  |  MONDAY, 9 JUL 2018
Looking back on the 2017-18 financial year, Financial Standard wants to know the most common financial advice clients requested. This week the Financial Standard spot poll asks where did advisers spend the most time actually delivering advice in FY18? ...

AstuteWheel speeds up risk advice timeframe

KARREN VERGARA  |  FRIDAY, 29 JUN 2018
... potential insurance policies out of a database of 300 options that match the client's needs; a 12-page Statement of Advice (SoA) is then produced. "The integrated OmniLife risk research and quoting tool app shows side-by-side comparisons for new ...

Statements of Advice: Out with the old

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
... the crowd, Fox and Hare co-founder and financial adviser Jessica Brady explained that her practice relies on technology for SoA production; providing clients with an electronic SoA which is accompanied by an explanatory powerpoint presentation and a ...

Former NAB, AMP adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
... them. He also recommended clients switch superannuation funds without providing sufficient detail in the Statement of Advice (SoA) for the clients to make informed decisions. Finally, Cowper was found to have recommended clients switch their superannuation ...

Poor SoAs hindering advice process

JAMIE WILLIAMSON  |  MONDAY, 21 MAY 2018
... to sign off on advice they don't actually understand. Paraplanning services provider YTML has seen more than 50 different SoA templates in the last three years, with general manager of advice Terri Ho saying more than 80% have been over 40 pages long ...