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Showing 21 - 30 of 1027 results for "SoA"

HUB24 takes stake in Finura Digital

ELIZA BAVIN  |  WEDNESDAY, 19 NOV 2025
... than 1000 advice documents using Advice Designer, and the platform is now approved by several major AFSLs. It reduces typical SOA creation time to under two hours, with 43% completed in under 60 minutes. "We're seeing growing interest from larger ...

Zombie companies on the ASX are dying out

RIDDHIMA TALWANI  |  FRIDAY, 31 OCT 2025
New research has revealed a decline in the number of zombie companies on the ASX in the last six months. KPMG Australia's latest data showed a drop of 41% in companies considered zombie, where they exhibit indicators of financial distress for an extended ...

MLC Expand targets time savings with new AI capabilities

MATTHEW WAI  |  THURSDAY, 16 OCT 2025
... populate a range of client documentation using information from the Client Service Agreement (CSA) and Statements of Advice (SoA). The SoA for new business applications is also being piloted for rollout soon, and is said to be saving advisers, on average ...

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
... event. Behind the scenes, Insignia's homing in on making delivery more efficient. "We're very much focused on time to SoA and then SoA to implementation time, because that's where we find that we have a lot of double handling. "That's ...

Supply and demand dynamics shift PE secondaries landscape: bfinance

MATTHEW WAI  |  TUESDAY, 16 SEP 2025
Private equity secondaries transactions are ramping up, as investors are consciously seeking external fund managers for their expertise in navigating changing conditions. bfinance's Sector in Brief: Private Equity Secondaries report noted that both ...

Shield-linked advice firm director, compliance manager banned

JAMIE WILLIAMSON  |  THURSDAY, 28 AUG 2025
The AFSL of MWL Financial Services has been cancelled, while both its director and its compliance manager have copped bans after they allegedly helped funnel more than $150 million in investments into the Shield Master Fund. MWL recommended Shield to ...

Australian Ethical FUM approaches $14bn

MATTHEW WAI  |  THURSDAY, 28 AUG 2025
Australian Ethical has revealed its results for the financial year to June 30, with funds under management (FUM) soaring to nearly $14 billion. FUM surged by 34%, or $3.5 billion, to $13.94 billion in FY25, which was a result of positive net flows ...

HMC Capital sees AUM soar 47%

ELIZA BAVIN  |  TUESDAY, 19 AUG 2025
HMC Capital has reported a 47% increase to assets under management (AUM) in FY25 to $18.7 billion. HMC said FY25 marked a record financial performance for the group with pre-tax operating earnings of $224.6 million - up 74% from FY24. HMC managing director ...

Pinnacle FUM soars, highlights 'tumultuous' year

ELIZA BAVIN  |  WEDNESDAY, 6 AUG 2025
Pinnacle Investment Management has delivered a positive full-year result, reporting a net profit after tax of $134.4 million, up from $90.4 million in FY24. Pinnacle also saw funds under management lifting from $110 billion in FY24 to $179.4 billion ...

Two more Shield Master Fund advisers banned

MATTHEW WAI  |  FRIDAY, 25 JUL 2025
... the Shield Master Fund. Further, D'Amelio and Crossing purportedly created false and misleading Statements of Advice (SoA), implying Shield has had a higher performing track record against other options when, in fact, it had a limited trading history ...