Search Results | Showing 61 - 70 of 1020 results for "SOA" |
| | | A financial adviser banned from practising for two years for failing to keep appropriate records had the term slashed in half by the Administrative Appeals Tribunal (AAT). The AAT varied ASIC's decision to ban Christopher Betalli from providing ... |
| | | | ... technology with traditional advice." Separately, earlier this week, the firm launched a compliance-led Statement of Advice (SoA) tool. Otivo said its SoA tool will reduce the time required for compliance checks, whilst also ensuring advisers can maintain ... |
| | | | The US share market made a comeback in May after a decline in April following moderating inflation data and weak consumer spending offered investors some optimism that interest rate cuts may be around the corner. Trading data from Selfwealth found Nvidia ... |
| | | | BT has launched the Drummond Private Markets Separately Managed Account (SMA) on the BT Panorama platform, offering high-net-worth (HNW) clients access to a portfolio of private equity, private debt, and real assets. BT head of managed accounts Zac ... |
| | | | Superannuation assets soared to $3.9 trillion, jumping 11.3% at the end of March despite the number of APRA-regulated funds shrinking. The latest APRA statistics show that a wave of contributions drove the momentum as well as investments returning 10.9% ... |
| | | | New research from the Productivity Commission has revealed changes to income and wealth levels during COVID-19. "The initial pandemic period saw an unprecedented decline in income inequality. The incomes of lower-income households grew rapidly in relative ... |
| | | | The funds management division of Australian property group Jinding has launched as its own entity, Ladon Capital. The new business, which has offices in Melbourne and Singapore's Marina Bay Financial Centre, is targeting Asia Pacific investors for Australian ... |
| | | | ... review their processes to ensure they are not benefiting at their expense. "This does not mean trustees need to check every SOA, but it means they should have processes in place to identify practices that may be resulting in superannuation balance erosion ... |
| | | | The S&P/ASX200 is set to rise nearly 10% to 8300 by the end of the year, VanEck predicts, as Australia will also continue to avoid the "most anticipated recession" that never happened. Australia's blue-chip stocks are poised to surge further after ... |
| | | | Australia's exchange-traded fund (ETF) sector is tipped to rise 30% in 2024, buoyed by passive equity and fixed income products, State Street predicts. Tim Helyar, the country head for Australia at State Street, said the forecast is based on discussions ... |
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