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Showing 321 - 330 of 1020 results for "SoA"

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 ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... advice' everytime an investor 'moves the slider' on their investment, there's no regulation articulating how do you provide the SoA for that, and does it make sense? A news article on this session will be featured in our Day 2 Conference Newsletter ...

The British pound's sterling reversal

BENJAMIN ONG  |  MONDAY, 18 SEP 2017
Now that's how you jawbone a currency. The British pound soared to pre-Brexit levels against the US dollar and the Japanese yen - and to a two-month high against the strengthening euro - at the close of last week's trading. And no, it's not because ...

ASIC toughens MDA suitability rules

KARREN VERGARA  |  THURSDAY, 14 SEP 2017
... Wivell Plater added. ASIC is requiring the MDA operator now to undertake a suitability review of the statement of advice (SOA) as provided by the external adviser to determine if the MDA contract and investment program might not be suitable. In other ...

Digital advice embraced by all ages: Decimal

DARREN SNYDER  |  FRIDAY, 25 AUG 2017
... funds through digital advice." "Over the quarter, women logged in 7846 times - an average six times each - and executed an SOA 30% of the time. For the same period, men also generated an SOA 30% of the time out of a total of 10,162 sessions," he said. ...