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Showing 371 - 380 of 1020 results for "SoA"

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 ...

Parliament repeals key FoFA amendments

LAURA MILLAN  |  TUESDAY, 24 NOV 2015
... not currently implemented because they were disallowed in November 2014. These include changes to the Statement of Advice (SoA) requirements; the repeal of the requirement that licensees send fee disclosure statements to pre-1 July 2013 clients; and ...

Good tidings sway RBA to stay

BENJAMIN ONG  |  WEDNESDAY, 4 NOV 2015
Rate cut/No rate cut. Well, 'twas a coin flip anyway - the rationales for a cut was equally rational as those for a no cut - so no blame all around. In the end, the Reserve Bank of Australia (RBA) decided to stay the course - keeping the official cash ...

Nikko downgrades equities stance

MARK SMITH  |  FRIDAY, 2 OCT 2015
Nikko Asset Management has downgraded its house view on global equities from overweight to neutral to reflect stock prices reaching what it believes to be fair value, particularly in the US. The global fund manager has been positive on stocks since ...

Vision Super intra-fund advice soars

ALEX BURKE  |  TUESDAY, 29 SEP 2015
Vision Super has recorded a massive increase in financial advice given to its members over 2015. Over the past year, Vision Super's financial advice team has had 2,422 meetings with members - a 70% boost from the 1,431 meetings in 2014. General advice ...