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Showing 41 - 50 of 1020 results for "SoA"

Investors plan to continue private markets love affair

JAMIE WILLIAMSON  |  MONDAY, 25 NOV 2024
More than 50% of investors are expecting to increase their exposure to private markets over the next 18 months, with infrastructure and private debt managers expected to benefit most. That's according to bfinance's latest Global Asset Owner Survey ...

Adviser suspended over wrongful use of ROAs

JAMIE WILLIAMSON  |  MONDAY, 25 NOV 2024
... years old. This occurred in the case of three clients, ASIC said. The FSCP said the further advice exemption from giving an SOA did not apply to two of the three clients as their personal circumstances had changed significantly in the relevant period. ...

Top advisers champions in two key areas: Iress

MATTHEW WAI  |  THURSDAY, 21 NOV 2024
New research by Iress reveals the aspects top advisers typically excel in and highlights processes that are "ripe for industry-wide improvement" to drive efficiencies. The Advisely Index Report revealed top Australian advice practices serve 40% more ...

Betashares launches ethical fixed income ETF

MATTHEW WAI  |  THURSDAY, 7 NOV 2024
Betashares launched its first-ever ethical fixed income ETF, claiming the strategy will only invest in Australian bonds that are ethically screened. The Betashares Ethical Australian Composite Bond ETF (ASX: AEBD) offers investors exposure to a range ...

US election: Global investors fear inflation boom

ELIZA BAVIN  |  THURSDAY, 7 NOV 2024
Donald Trump secured a decisive victory in the presidential election, sending US markets soaring overnight as investors anticipate lower taxes. However, concerns remain over trade tariffs and the impacts on inflation. Principal Asset Management chief ...

Liberal MP calls for SoA replacement

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
Liberal MP Bert van Manen is calling for the Record of Advice (RoA) to replace the Statement of Advice (SoA) and has introduced the proposed changes in a bill to parliament. Federal member for Forde, Bert van Manen, yesterday introduced the Corporations ...

Jones preps DBFO Tranche 2 for parliament

KARREN VERGARA  |  WEDNESDAY, 30 OCT 2024
Assistant treasurer Stephen Jones said the government will press on with Tranche 2 of the Delivering Better Financial Outcomes (DBFO) reforms that he is preparing to introduce in parliament. The highly anticipated set of changes promise to remove laborious ...

Cbus rolls out Advice Essentials Plus

KARREN VERGARA  |  MONDAY, 28 OCT 2024
... or less," she said. Advice Essentials Plus charges a set fee of $990 that covers one financial plan or Statement of Advice (SoA). For the meantime, the service is provided by video call for members nationwide or in person at the fund's Melbourne ...

CSLR warns adviser levy will balloon

KARREN VERGARA  |  FRIDAY, 25 OCT 2024
... property​; misleading, deceptive advice or unauthorised transactions​; and failure to implement a Statement of Advice​ (SoA). Misconduct relating to securities dealing commonly occur in the misclassification of sophisticated investor​; and failure ...

AustralianSuper pumps $2.2bn into US data centre

KARREN VERGARA  |  WEDNESDAY, 16 OCT 2024
AustralianSuper is making its first investment in a US data centre platform for $2.2 billion in a bid to capitalise on the soaring demand for cloud and artificial intelligence (AI) infrastructure. Texas-based DataBank has found a place in AustralianSuper's ...