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Showing 361 - 370 of 1028 results for "SoA"

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 ...

Popularity of annuity bonds set to soar

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
Indexed annuity bonds are expected to experience sales growth over the next 12 months as the reality of low interest rates and high volatility drives more investors to the asset class. FIIG Securities national manager of adviser services, Simon Michell ...

Top tips to kill your advice business

KERRIE SYDEE  |  FRIDAY, 7 OCT 2016
... come along so you can be prepared for them when they arrive," he said. Losing sight of the client and focusing on the perfect SOA was another "murder tactic"; spending too much time perfecting a document instead of innovating your advice model was, he ...

Christmas in September

BENJAMIN ONG  |  THURSDAY, 22 SEP 2016
Ho, ho, ho. Merry Christmas everybody, merry Christmas! The Bank of Japan (BOJ) and the US Federal Reserve (Fed) played jolly old saint Nicolas, decking the financial market halls with boughs of holly (fa la la...) on the 21st of September. Santa Kuroda ...

Another former AMP planner cops ban

JAMIE WILLIAMSON  |  WEDNESDAY, 21 SEP 2016
... Damian O'Rourke after it found he failed to provide appropriate advice, failed to provide clients with statements of advice (SoA) and borrowed considerable amounts of money from clients, most of which he did not repay. O'Rourke, of Brisbane, was employed ...

The twenty-first night of September

BENJAMIN ONG  |  MONDAY, 12 SEP 2016
"Do you remember twenty-first night of September? Before you go cold like December And all you saw were cloudy days..." - September Gospel musician Kirk Franklin's reprisal of 'Earth, Wind & Fire's' classic September could become a hit come the "twenty-first ...

GPS Wealth launches advice solution

KERRIE SYDEE  |  MONDAY, 5 SEP 2016
... calculator, investment property calculator, gap analysis tool and cloud based version of GPS Wealth's statement of advice (SoA) tool. GPS Wealth general manager, practice development and coaching, Paul Pavlic said: "We came up with the concept of providing ...

Economic Wrap

BENJAMIN ONG  |  THURSDAY, 11 AUG 2016
Australian consumer confidence The Westpac-Melbourne Institute consumer sentiment index rebounded by 2.0% in August after declining by 3.0% in July. More importantly, at a reading of 101.4, optimists outnumbered pessimists this month. Not surprisingly ...

Equip readies full robo advice roll-out

MARK SMITH  |  WEDNESDAY, 3 AUG 2016
... MyMoney was that it will allow members to pass an investment switch instruction to the fund based on the Statement of Advice (SOA) created by the robo advisor. In addition to recommending an appropriate investment choice, Equip MyMoney also will also ...

Economic Wrap

BENJAMIN ONG  |  FRIDAY, 1 JUL 2016
Australia private sector credit The latest update on Australia's private sector credit provides a first look at the impact of the Reserve Bank of Australia's (RBA) cut in the official cash rate from 2.0% to 1.75% on the 3rd of May. Total private sector ...