Search Results | Showing 1 - 10 of 950 results for %22SOA%22 |
| | Several major superannuation funds such as UniSuper, Aware Super, and Equip Super continue to invest in global weapons companies despite growing concerns among members, particularly as the Israel-Hamas war escalates. This includes France's Thales ... |
| | | Australia's sovereign wealth fund hit $272.3 billion in assets under management, buoyed by an 8% return for the 2023 calendar year. In a performance update, Future Fund chief executive Raphael Arndt said the fund remains resilient amidst the risks ... |
| | | ... Quality of Advice Review (QAR), the government plans to modernise the best interests duty and amend the Statement of Advice (SoA), while also granting approval for superannuation funds to provide personal advice. In its final report, titled Delivering ... |
| | | While fears of a recession and market correction, and runaway inflation have caused small-cap stocks to underperform over the past couple of years, the opportunity for growth has never been greater, according to Flinders Investment Partners (Flinders) ... |
| | | Minister for financial services Stephen Jones has confirmed the government remains committed to removing Statements of Advice and the Safe Harbour Steps, as well as accelerating changes to education requirements to meet increased demand for advice. ... |
| | | As small financial institutions buckle under macroeconomic pressures, it is a fine balancing act to ensure that they don't suffer unnecessary regulatory burdens to avoid a similar scenario in the US with the collapse of regional banks, APRA says. ... |
| | | ... record that is more fit-for-purpose. However, in the first tranche of legislating some of the recommendations, overhauling the SoA was noticeably missing. Some paraplanners feared that their roles were at risk given that a large portion of their job ... |
| | | ... but is missing key pieces, such as the elimination of the Best Interests Duty and the overhaul of the Statement of Advice (SoA). Released today, the proposed legislation is the first tranche of the Delivering Better Financial Outcomes package of reforms ... |
| | | Soaring interest rates bolstered Westpac home and business loan books which ultimately saw the bottom line jump by 26% to $7.2 billion. The major bank's full-year performance to September reaped from $70 billion worth of home loans that transitioned ... |
| | | Robo-adviser Stockspot has launched two investment options that aim to protect investors from soaring inflation and generate higher levels of income respectively. The Topaz Inflation portfolio invests exchange-traded funds cover a range of countries ... |
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