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

Search Results

Showing 1 - 10 of 100+ results for "SOA"

Australians plough record cash into managed funds

ELIZABETH MCARTHUR  |  MONDAY, 24 JAN 2022
Australian investors put almost three times as much cash into managed equity funds in 2021 as they did in 2020, according to the latest Fund Flow Index from Calastone. Fund inflows rose to $35.7 billion across all assets in 2021, up from $13.6 billion ...

Inflation to retreat in 2022: Fund manager

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
Investors should not fear high levels of inflation as it will diminish by the end of 2022, one fund manager predicts. T. Rowe Price portfolio specialist Laurence Taylor forecasts that inflation will peak but will also fade in the same year. The combination ...

Most paraplanners will not become financial advisers

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
... and paraplanner names sign off on the Statement of Advice. It takes paraplanners four to six hours to complete a standard SOA that are priced between $451 and $550.

Digital advice predicted to soar in 2022

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
Asset managers and superannuation funds will ramp up their digital advice offerings in 2022 as the reality of financial advisers exiting sets in. Technology firm Finura predicts the wealth management and super sectors will invest heavily in digital ...

DIY investors embrace Meta Platforms

CHLOE WALKER  |  FRIDAY, 14 JAN 2022
With big new investments in data centers, servers, and network infrastructures, Meta Platforms' popularity with global DIY investors soared in the fourth quarter of 2021. Data from global investment platform eToro shows that Meta rocketed from 13th ...

Inflation to persist in 2022: Aviva

KARREN VERGARA  |  TUESDAY, 11 JAN 2022
Inflation will dampen Australia's economy in 2022 as it continues to soar significantly higher than expected, according to Aviva Investors. While Australia's growth outlook for 2022 is strong, backed by a lower unemployment rate, inflation has ...

ASIC bans adviser for two years

CHLOE WALKER  |  WEDNESDAY, 22 DEC 2021
ASIC has banned Sydney-based financial adviser Christopher Betalli from providing financial services for two years. Betalli has been banned from providing financial services for two years. Following a review by the corporate regulator, Betalli, who ...

ASIC bans two Sydney based advisers

CHLOE WALKER  |  WEDNESDAY, 15 DEC 2021
ASIC has banned the directors of Premier Wealth Management from providing financial advice, while also stripping the firm of its AFS licence. The corporate regulator announced on Tuesday (December 14) it has banned Sydney-based financial advisers Gerald ...

Economic recap: Week to December 10

BENJAMIN ONG  |  MONDAY, 13 DEC 2021
As it was in 2020, so it is in 2021. Yes Virginia, I don't believe it too until... I re-read my first scribbles on this site at the beginning of 2021. On January 12 this year, I wrote: "Fiscal and monetary authorities prompt and aggressive counter-cycle ...

ASIC sets out limited advice expectations

KARREN VERGARA  |  THURSDAY, 2 DEC 2021
... identifying the subject matter and scope of the advice". When giving limited advice, ASIC said it should be very clear in the SOA what advice is provided and what advice that is not provided, the implications of this, and why such an approach was taken. ...
PREVIOUS
NEXT