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Showing 331 - 340 of 1024 results for "SOA"

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. ...

Annuity sales soar as deferred products loom

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2017
The increasing need for financial advisers to develop income layering strategies for clients has helped drive Colonial First State's lifetime annuity sales up by more than 80% in the last 12 months. Now with $850 million in annuities under administration ...

Retail managed accounts option gains traction

KARREN VERGARA  |  WEDNESDAY, 16 AUG 2017
A new platform is targeting investors directly with promises to save time and huge amounts of fees through the benefits of a managed discretionary account service. Touted as Australia's first direct-to-client automated alternative managed accounts offering ...

Advice business offers enforceable undertaking

JAMIE WILLIAMSON  |  TUESDAY, 1 AUG 2017
... statement claiming the FIA-branded product would generate long-term returns. ASIC said that in the majority of cases in which an SoA was issued recommending clients switch to the FIA-branded product, the additional information required from an adviser ...

SQM rolls out low-cost adviser platform

ALEX BURKE  |  MONDAY, 31 JUL 2017
... receive a full risk-return profile." "This has been a significant missing piece when advisers write a Statement of Advice (SOA). SQM will overcome this gap," he said.

The Trump risk on global trade

BENJAMIN ONG  |  FRIDAY, 14 JUL 2017
If it's any indication, China's latest international trade accounts underline the current missive of strengthening global growth and with it, global trade. China's trade surplus improved to US$42.77 billion in the month of June from US$40.79 billion ...

Steady increase for life insurance premium flows

KARREN VERGARA  |  MONDAY, 10 JUL 2017
Life insurance premium inflows inched 2.1% in the 12 months to March, the latest analysis from Strategic Insight shows. The report, which analyses life insurance across group risk insurance, individual risk lump sum and risk income insurance, found ...