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Showing 371 - 380 of 1024 results for "SOA"

Adviser Network launches SMSFit

KERRIE SYDEE  |  FRIDAY, 27 MAY 2016
... 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 ...

netwealth to grow IFA base, eyes app-savvy investors

MICHELLE BALTAZAR  |  FRIDAY, 6 MAY 2016
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 ...

Libertas launches licensing to attract SMSF specialists

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
... 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 ...

Midwinter partners with Licensing for Accountants

WHITNEY FITZSIMMONS  |  TUESDAY, 12 APR 2016
... 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 ...

Economic Wrap

BENJAMIN ONG  |  THURSDAY, 24 MAR 2016
Brazil unemployment The unemployment rate in Latin America's biggest economy jumped to 8.2% in February from 7.6% in the previous month. This is slightly higher than expectations for a rise to 8.1% but is the highest since May 2009. Hardly surprising ...

Back-office upgrade is front of mind for time-conscious advisers

MICHELLE BALTAZAR  |  WEDNESDAY, 2 MAR 2016
... into the netwealth application system using XPLAN's IPS and eApplications Pass Through Facility. Advisers can complete an SOA, open a netwealth application without re-keying information, and then send for a client's e-signature without the need to print ...

More negatives

BENJAMIN ONG  |  TUESDAY, 16 FEB 2016
The Japanese economy shrinks, the Japanese sharemarket sings hallelujah! If this still doesn't capture the "bad news is good news" meme, we might never, never know what will. The Nikkei-225 index soared by 7.2% at the end of yesterday's trade. It even ...

US dollar downed

BENJAMIN ONG  |  THURSDAY, 4 FEB 2016
Wall Street is up - S&P 500 index closed 0.5% higher after dropping by as much as 1.5% overnight - as the US dollar plunged - Bloomberg US dollar index down 1.6% -- and oil prices soared by around 7% (despite the Department of Energy's report that crude ...

Three days to lift off

BENJAMIN ONG  |  MONDAY, 14 DEC 2015
What's the time Mr. Wolf? It's crunch time... the time when the US Federal Reserve walks its talk. Come the 16th of December, America's central bank begins its quest to return monetary policy back to normal - exactly seven years to the day when it first ...

Swiss franc surprise

BENJAMIN ONG  |  MONDAY, 30 NOV 2015
Francly my dear, it couldn't have come soon enough. No Virginia, that wasn't a typo for the Swiss franc is back in the news again. As Bloomberg reports, "The franc fell against all but one of its 16 major peers Friday." "The franc dropped 0.7 percent ...