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Showing 351 - 360 of 1027 results for "SoA"

One small rise in rates, one giant step towards normalisation

BENJAMIN ONG  |  THURSDAY, 16 MAR 2017
Don't you just love it when things turn out as expected? Wall Street surely did. US equities jumped -- Dow up 0.5%, S&P up 0.84%, Nasdaq up 0.7%, Russell 2000 up 1.5% -- the VIX index dropped by 5.5% and instead of climbing, the US dollar index fell ...

YBR partnership drives wealth renewal

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
... write 80% of advice recommendations in-house. Provisio combines illustration point of sales tools and statement of advice (SoA) capability for enhanced strategies in superannuation, investments and insurance. According to Adam Youkhana, general manager ...

Padua founder takes on new role

ALEX BURKE  |  WEDNESDAY, 22 FEB 2017
... advisers almost seven hours to produce a statement of advice." "Advisers who work with Padua are able to produce a high-quality SOA in less than 30 minutes. Advisers use our ROMA Online advice request system to tell us what their clients' needs are and ...

One week delivery

BENJAMIN ONG  |  MONDAY, 30 JAN 2017
Yes people, we are now staring at Dow 20,000! For sure, the Dow as an equity market measure is flawed and that in terms of market and economic fundamentals, this means diddly-squat. However, in the world of technical analysts, this is the mark where ...

A$ drop brings good cheers

BENJAMIN ONG  |  FRIDAY, 23 DEC 2016
So this is Christmas and what have you done (John Lennon)? No, it wasn't me, it was Donald! Thanks to the good tidings Santa Trump delivered (or talked of delivering) - infrastructure building and rebuilding, deregulation, tax reform. Ones that are ...

Economic Wrap

BENJAMIN ONG  |  THURSDAY, 22 DEC 2016
Australia leading indicator The Westpac-Melbourne Institute leading index of economic activity was unchanged in November following increases of 0.1% in September and October. The latest result slowed the six-month annualised growth rate in the index ...

Locked in

BENJAMIN ONG  |  MONDAY, 5 DEC 2016
It isn't called the "mother of all stats" for nothing. The US non-farm payrolls report is the most-watched, eagerly-awaited, much-speculated and heavily-dissected statistic not only in America but around the globe. But its outing last Friday produced ...

Economic Wrap

BENJAMIN ONG  |  WEDNESDAY, 30 NOV 2016
US GDP Today's data releases out of the US all but strengthens expectations for a December Fed rate hike. The Bureau of Economic Analysis upgraded US third quarter GDP growth to an annualised rate of 3.2% from the advance estimate of 2.9% and 1.4% in ...

Economic Wrap

BENJAMIN ONG  |  THURSDAY, 24 NOV 2016
Australia construction work done This will be a drag. A drag on Australian third quarter GDP that is. The Australian Bureau of Statistics (ABS) reports that the value of total construction work done fell by 4.9% in the September quarter following a ...

Netwealth partners for new private label

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2016
... offering. "Historically the implementation of these models could not have been achieved under a traditional advice framework where SOA's and ROA's are required for each rebalance or asset class tilt," Heine said. "We are also seeing the industry undergo ...