Search Results | Showing 361 - 370 of 1020 results for "SoA" |
| | | ... 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 ... |
| | | | 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 ... |
| | | | Advisers are spending more than 30 hours a week on client related admin and only 9 hours per week in face-to-face client meetings, according new research from Perpetual. The research, which included 200 financial advisers and assessed how advisers are ... |
| | | | ... financial service." In particular Prasad has failed to: maintain adequate records of his advice, provide a statement of advice (SOA) within the required timeframe, provide a SOA that adequately set out information about the basis on which the advice ... |
| | | | ... better client service and engagement. Named SENTRAK, the technology will deliver a range of facilities including production of SOA, CRM, revenue management and flow and streamline administrative activities. Commenting on the partnership, Sentry chief ... |
| | | | The Administrative Appeals Tribunal (AAT) has upheld ASIC's decision to ban a financial adviser from providing financial services for five years. Former Meritum Financial Group adviser, Alfie Chong, was initially banned by ASIC for a range of misconduct ... |
| | | | ... understanding of performance benchmarking and relevant regulatory issues. SMSFit then generates a limited Statement of Advice (SOA) that reflects the client's attitude related to the appropriateness of self-managed super. Adviser Network chief executive ... |
| | | | Just over a decade ago, netwealth was a platform start-up with $500 million in funds under administration. This year, the group surpassed the $8 billion mark and aim to win more IFAs through its tech-focused business model. At an annual client update ... |
| | | | ... includes customised software that will guide the adviser through the compliance process and generates Statements of Advice (SOA). The software will also include a suite of client letter templates to use for unlicensed accounting work when providing tax ... |
| | | | ... to ensure the limited advice provided by accountants meets the requirements of the licensing regime. Statements of advice (SOA) have also been incorporated into the AdviceOS software, allowing for simple advice to be produced in under an hour and typically ... |
|