Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 731 - 740 of 1020 results for "SoA"

AdviserLogic teams with Class Super

MATT WOODINGTON  |  THURSDAY, 3 FEB 2011
... and expects to announce other agreements in the near future. AdviserLogic's data focuses on fact find, cash flow modeling, SoA preparation, portfolio reporting, CRM & marketing and compliance.

Value a plus

BENJAMIN ONG  |  THURSDAY, 20 JAN 2011
Major international equity markets have had a rough ride in 2010 but most generally ended with positive performances. International equities, as measured by the MSCI World Index (in local currency terms), produced a 7.8 per cent gain in 2010. A summer ...

Movers and shakers of 2010

JOHN MCDULING  |  FRIDAY, 17 DEC 2010
Regulatory reforms, politics, and high profile M&A activity dominated the financial services landscape this year - Financial Standard looks back at the stories that shook up the industry this year. It was an extraordinary year in Australian politics. ...

Johnson Report holds key to competition

RUTH LIEW  |  THURSDAY, 28 OCT 2010
The most significant recommendation from the four major reviews in financial services comes from the Johnson Report to reduce interest withholding tax, which could place Australia at the top of the global competition ranks, research shows. More than ...

SOA too much, too confusing

ALEX DUNNIN  |  WEDNESDAY, 27 OCT 2010
Many Statements of Advice prepared by financial advisers contain too much irrelevant information that just adds to their preparation costs and bewilders their clients all while providing no extra compliance protection. Clare Wivell Plater, director ...

Zurich launches iPhone app for life insurance

RUTH LIEW  |  TUESDAY, 26 OCT 2010
Zurich is launching a new iPhone application that allows advisers to provide life insurance quotes to clients - catering to the soaring number of planners who use iPhones and want faster, simpler technology to help clients buy insurance. Zurich is providing ...

Fed bearing gift of QE2

BENJAMIN ONG  |  THURSDAY, 14 OCT 2010
Don't fight the Fed! This adage has been with us for some time now and it's back again doing the rounds in the financial markets. Yes, Virginia. The chorus for QE2 keeps growing louder that Wall Street - and the world - appears to be just waiting for ...

NAB Super eases hedging as dollar soars

RUTH LIEW  |  THURSDAY, 7 OCT 2010
NAB Super has increased its currency exposure and lowered its international shares currency hedge, as the Aussie dollar continues to defy gravity. NAB Super reduced its international shares currency hedge from 30 per cent to 20 per cent late last month. ...

Spoiling for war

BENJAMIN ONG  |  FRIDAY, 1 OCT 2010
It's a wrap! It's official! September 2010 is the man! Wall Street may have been down for the day but it produced the best September gain even before many of us were born. The S&P 500 index soared by 8.8 per cent in the month, the Dow jumped by 7.7 ...

The good smoke

BENJAMIN ONG  |  THURSDAY, 30 SEP 2010
Smoking is bad. Just ask the Breckland Council in Norfolk. It has just announced plans to force its staff to clock off clock on when they go on ciggie breaks - and then make up for lost hours. But as they say, one man's trash is another man's stash. ...