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Showing 61 - 70 of 952 results for "SOA"

Focus on providing 'good advice': QAR draft proposals

JAMIE WILLIAMSON, CASSANDRA BALDINI  |  MONDAY, 29 AUG 2022
... 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 ...

Insignia Financial, Personetics partnership

CASSANDRA BALDINI  |  THURSDAY, 4 AUG 2022
Insignia Financial has partnered with technology software firm Personetics to boost its financial advice offering. Using data personalisation experts, the collaboration will trial technology, tailor information and create new user experiences to reach ...

Clear up uncertainty: AFA, FPA

JAMIE WILLIAMSON  |  FRIDAY, 17 JUN 2022
... with little ability to absorb the increased costs." The FPA's recommendations include "exempting some simple strategies from SoA requirements, consolidation of advice fee authorisation requirements, aligning the CPD year with the Financial Adviser Register ...

Padua launches new adviser tool

CASSANDRA BALDINI  |  THURSDAY, 16 JUN 2022
... Esler said the tool was designed to reduce time spent on advice documents for their clients. "Advisers can produce the ROA or SOA, best interest duty (BID) statement and product comparison instantly and can also compare the fees and features across over ...

Pandemic created a new billionaire every 30 hours: Oxfam

CHLOE WALKER  |  WEDNESDAY, 25 MAY 2022
Billionaire wealth soared during and after the pandemic, with a new billionaire created every 30 hours in 2022, a new Oxfam International brief reveals. According to Oxfam, the total wealth of the world's billionaires is now equivalent to 13.9% of global ...

Allianz subsidiary, former portfolio managers charged over massive fraud

JAMIE WILLIAMSON  |  WEDNESDAY, 18 MAY 2022
Allianz Global Investors and three of its former portfolio managers have been charged by the US regulator over a multi-billion-dollar securities fraud sold to pension funds that went on for more than four years. The Securities and Exchange Commission ...

Integrated Portfolio Solutions offers Private Markets solution

JAMIE WILLIAMSON  |  TUESDAY, 10 MAY 2022
Integrated Portfolio Solutions is expanding its suite of solutions, launching a new Private Markets offering. IPS will partner with product manufacturers and investment experts across a range of alternative assets classes to provide investment advisers ...

Investor confidence drops in April: State Street

CHLOE WALKER  |  FRIDAY, 29 APR 2022
State Street's investor confidence index has decreased to 92.9, down 6.6 points from March's revised reading of 99.5. The index, which was developed in partnership with FDO Partners, measures investor confidence or risk appetite quantitatively by analysing ...

BT Panorama sees SMSF growth

CHLOE WALKER  |  WEDNESDAY, 20 APR 2022
BT has seen the SMSF funds under administration on its Panorama platform soar. According to its latest update, SMSF FUA on the platform sits at $26 billion as of March end. It's more than doubled year on year, having sat at $11.93 billion in March 2021. ...

Salaries soar but uncertainty remains: Recruiter

CHLOE WALKER  |  THURSDAY, 14 APR 2022
The boutique agency has highlighted the rise in salary packages for all sectors as they look to transform their marketing capability, build digital skillsets, and refresh sales functions. Preceptor managing director Mark O'Connor said that the biggest ...