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Showing 861 - 870 of 1024 results for "SOA"

Market Wrap - Morning

AAP  |  WEDNESDAY, 6 AUG 2008
The Australian stock market is expected to gain after US equities rose. Gold miners may decline after the precious metal fell overnight. At 0737 AEST on the Sydney Futures exchange, the September share price index futures contract was 88 points higher ...

New era in fee disclosure

MICHELLE BALTAZAR  |  TUESDAY, 5 AUG 2008
Thousands of planners are at risk of losing their industry accreditation if they haven't complied with a little known industry guideline on trail fees that took effect this year. Two years ago, the Financial Planning Association (FPA) introduced four ...

Market Wrap - Morning

AAP  |  TUESDAY, 5 AUG 2008
The Australian stock market is expected to decline after US equities fell on worries about accelerating inflation. Resource stocks may slip after commodities including oil and gold declined overnight. At 0735 AEST on the Sydney Futures exchange, the ...

ASIC bans unlicensed Westpoint adviser

MICHAEL HOBBS  |  WEDNESDAY, 30 JUL 2008
... advice. In addition, ASIC found Sheppard failed to provide appropriate level of advice, did not issue Statements of Advice (SoA) to clients and failed to disclose commissions he was receiving from them. In total, ASIC has banned 15 licensed financial ...

TOWER's business set to soar

RUTH LIEW  |  TUESDAY, 22 JUL 2008
TOWER Australia's robust premium growth and increasing product differentiation will see the insurance firm gain serious clout in the local insurance market, according to ratings house Standard & Poor's (S&P's). Standard & Poor's Ratings Services last ...

Smaller funds to plateau

RUTH LIEW  |  THURSDAY, 17 JUL 2008
Super funds under the $200 million threshold are expected to wither off until the industry consists of between 50 to 100 players in the next five years. Unsurprisingly super funds, particularly corporate funds in the $100 to $200 million bracket, are ...

Market Wrap - Morning

AAP  |  THURSDAY, 17 JUL 2008
The Australian stock market is expected to open higher after another steep fall in the oil price eased cost concerns in the US and helped drive Wall St over 2.5 per cent higher. On the Sydney Futures exchange, the September share price index futures ...

MLC adopts paraplanning referral service

MICHAEL HOBBS  |  MONDAY, 14 JUL 2008
... panel of referral partners that will provide paraplanning and outsourcing services for the production of statements of advice (SoA). All advisers will move to the referral model in October this year and the panel businesses will be announced in the coming ...

Market Wrap - Morning

AAP  |  MONDAY, 30 JUN 2008
The Australian share market is expected to open lower after Wall Street fell on concerns that record oil prices and the seemingly endless credit crisis will further damage the economy. Resource stocks may gain after commodities including oil, gold ...

Market Wrap - Midday

AAP  |  MONDAY, 2 JUN 2008
The Australian share market was slightly lower at noon as weakness among the major banks outweighed strength among oil and resources stocks flowing from higher prices for oil and most base metals. Austock senior client adviser Michael Heffernan said ...