Search Results | Showing 51 - 60 of 951 results for "SOA" |
| | TelstraSuper investment chief Graeme Miller says exposure to industrial property delivered bumper returns for the superannuation fund as the boom in online shopping drove up values. The unlisted property sector makes up about 11% of the super fund's ... |
| | | ... acceptable", as well as concerns around financial advisers competing with non-relevant providers and what the Statement of Advice (SoA) might look like going forward. |
| | | ... before we do anything from that perspective." Graham said that regulators should consider ditching formal Statement of Advice (SOA) requirements, but he doesn't agree with paring back the use of SOAs. "SOAs generally are a disaster. They're bureaucratic ... |
| | | ... ASIC's attention following concerns the firm and its authorised representatives failed to provide Statements of Advice (SoA) to clients as required by the Corporations Act. The investigation identified the firm and its authorised representatives ... |
| | | ... contemporary solutions. The service, available via a subscription with Scientiam, leverages DASH's digital Statement of Advice (SoA) tool. It is exclusively offered through financial advisers and requires users to submit an adviser code when registering. ... |
| | | Global X has launched the Global X Green Metals Miners ETF (GMTL), investing in companies producing metal for clean energy infrastructure and technologies. The ETF launch comes as significantly more green metals are required to produce, transmit and ... |
| | | ... In the response, titled Through the Lens of the Modern Adviser, Henderson highlights extensive research that points to the SOA adding little value. "With years of evidence clearly indicating that SOAs do not hold the true value of advice for most consumers ... |
| | | Demand for ethical ETFs continues to surge, surpassing $8 billion, according to BetaShares. Total ethical ETFs listed on the ASX and Cboe are more than $8.5 billion, with BetaShares' range of ethical ETFs constituting nearly half, according to BetaShares ... |
| | | ... advice documents," she remarked. According to Financial Services Council (FSC) survey data, the average Statement of Advice (SOA) takes around 20 hours to produce. But, broken down further, the average Record of Advice (ROA) takes approximately two to ... |
| | | ... by advisers given the heavy emphasis on templated content," Levy writes. She highlights that removing the requirement for a SOA and ROA with their prescribed content would place more responsibility on providers to consider how they should offer advice ... |
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