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Showing 341 - 350 of 1027 results for "SoA"

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 ...

ASIC clarifies IFA definitions, extends SoA deadline

JAMIE WILLIAMSON  |  TUESDAY, 27 JUN 2017
... urgent superannuation advice in preparation for next week's reforms. Advisers will now have an additional 30 days to provide a SoA pertaining to personal advice provided to retail clients about a superannuation product connected to the legislative reforms ...

Expansions maintained despite dashed expectations

BENJAMIN ONG  |  MONDAY, 26 JUN 2017
Markit Economics' preliminary estimates show that while the purchasing managers' indices (PMI) for the US, the Eurozone and Japan all came in below market expectations, all remained in expansion. The IHS/Markit flash US composite output index slipped ...

ASIC consults on new statement of advice

EMMA RAPAPORT  |  WEDNESDAY, 31 MAY 2017
... advice for life insurance. The regulator's latest consultation paper seeks feedback on the new example Statement of Advice (SOA) and related updates to the guidance in Regulatory Guide 90 - Example Statement of Advice: Scaled advice for a new client ...

Confidence slip

BENJAMIN ONG  |  THURSDAY, 13 APR 2017
Boom conditions but waning confidence. This is the message from the latest NAB Business Survey report. The NAB's business conditions index soared by points to a reading of +14 in March, more than reversing the 3-point decline in the previous month. ...

Plato fund oversubscription heralds income appetite

ALEX BURKE  |  WEDNESDAY, 5 APR 2017
Plato's Income Maximiser listed investment company has exceeded its $220 million target, signalling Australia's soaring demand for income-oriented strategies. Plato's IPO will remain open until April 21, allowing for a further $110 million in investor ...

Damned if they do, damned if they don't

BENJAMIN ONG  |  MONDAY, 3 APR 2017
First the good news. Crude oil prices have closed the March quarter of 2017 above the psychological US$50.00 per barrel mark - the level they have risen to since the Organisation of Petroleum Exporting Countries (OPEC) announced that they (and non-OPEC ...

Findex assigns Aussie equities mandate

JAMIE WILLIAMSON  |  THURSDAY, 16 MAR 2017
... advisers and its clients a broader range of listed companies to invest in, extending across the entire market rather than the SOA which has a strong bias toward large caps. "The Altair managed discretionary portfolio picks the best quality of the large ...