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Showing 321 - 330 of 1024 results for "SOA"

Soaring education costs require financial plan: Research

KARREN VERGARA  |  TUESDAY, 16 JAN 2018
Research points to Sydney as the most expensive place to send children to school and in some cases the cost of tuition is exceeding average house prices - a vital investment decision by any means. The Australian Scholarships Group (ASG) Planning for ...

Chief economist update: A prelude to taper?

BENJAMIN ONG  |  WEDNESDAY, 10 JAN 2018
The Bank of Japan's (BOJ) announcement that it's trimming ¥10 billion off its purchases of 10 to 25-year and 25 to 40-year JGBs sent the Japanese yen 0.5% higher against the US dollar to ¥112.43 after it sparked renewed taper speculations. While Bloomberg ...

Happier New Year

BENJAMIN ONG  |  MONDAY, 8 JAN 2018
"I see trees of green, red roses too I see them bloom for me and you And I think to myself what a wonderful world..." -- Louis Armstrong Yes Virginia, if the strong performance of most major equity markets around the world is any indication, 2018 will ...

Hedge fund sector flourishing: Report

KARREN VERGARA  |  TUESDAY, 28 NOV 2017
Global hedge fund managers are increasingly setting up shop in offshore tax havens as demand for alternative investment strategies continues to soar, latest IOSCO research shows. The International Organization of Securities Commissions' (IOSCO) biannual ...

Perth planner named Professional of the Year

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... recognised for his commitment to excellent client service, mentorship and innovative ideas around the Statement of Advice (SOA) supplement. FPA chief executive Dante De Gori acknowledged Hayward for understanding that trust and respect is earnt through ...

ASIC remains firm on IFA definitions

DARREN SNYDER  |  TUESDAY, 14 NOV 2017
... changes to RG 175 to reflect the changes that will be made to RG 90. ASIC is going to replace the example Statement of Advice (SOA) in RG 90 with a new example SOA. The updated RG 90 will be released shortly. The Association of Financial Advisers (AFA) ...

FPA reveals annual award finalists

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
The Financial Planning Association of Australia received a record number of entries for the 2017 FPA Awards ahead of its Professionals Congress in Hobart next month. Announcing the award finalists, FPA chief executive Dante De Gori said he was impressed ...

Go ahead BOE, make my day

BENJAMIN ONG  |  WEDNESDAY, 18 OCT 2017
Four days and one month before this day, the British pound staged a sterling rally - it soared to pre-Brexit levels against the US dollar and the Japanese yen (and to a two-month high against the strengthening euro). That was on 14 September when the ...

Fee models an art, not a science

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... pricing examples around how certain components are priced, including: Initial meeting; fact find meeting; statement of advice (SoA); implementation - as disclosed in your SoA; service agreements - as disclosed in your SoA; and the claims management service. ...

Magellan soars past $1.5bn for massive IPO

KARREN VERGARA  |  WEDNESDAY, 11 OCT 2017
Magellan's new listed investment trust (LIT) has raised $1.55 billion ahead of listing on the ASX next week - representing one of the largest IPOs for a listed investment vehicle. The Magellan Global Trust represents the next phase of Magellan's ongoing ...