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Showing 51 - 60 of 1027 results for "SoA"

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 ...

Harris vs Trump: Key economic policy differences

ELIZA BAVIN  |  TUESDAY, 15 OCT 2024
MLC senior economist Bob Cunneen has said the US budget deficit is expected to soar over the next 10 years no matter who wins the upcoming US presidential election. Cunneen said the US people will once again "be making profound choices" come November ...

ETF winners and losers in September

ANDREW MCKEAN  |  THURSDAY, 10 OCT 2024
VanEck has revealed last month's best and worst performing exchange-traded funds (ETFs), as the industry hits $220 billion. The highest returns came from the VanEck China New Economy ETF, which climbed 21.4%, followed by the iShares China Large-Cap ...

Netwealth FUA soars, names new chief financial officer

ELIZA BAVIN  |  THURSDAY, 10 OCT 2024
Netwealth has reported a record quarterly increase in funds under administration (FUA) of $7.4 billion bringing total FUA to $95.4 billion thanks to new inflows and positive market movements. Total funds under management (FUM) also rose an impressive ...