Planners pay a high price for low-cost SOAs

28 August 2009 | The practice of offering low cost SOAs and initial advice to potential clients and recouping the costs later is distorting the true cost of financial advice.

AXA calls for SOAs to include 'impact of gearing' statement

26 August 2009 | Statements of Advice should include a clear explanation of the leveraging impact of any gearing accompanying investments, according to a submission by AXA to the Parliamentary Joint Committee on Corporations and Financial Services.

Financial Wisdom to set new standards

26 June 2009 | Has embarked on a comprehensive review of the licensee standards that govern the delivery of advice to its clients.

FPA’s short form SOA ready to use

24 June 2008 | Industry and consumer consultation complete.

BT Wrap gets wired into the E-generation

22 May 2008 | An exclusive deal has resulted in SOA inserts being available through the platform.

Stage two of AdviserNETgain released

12:00 AM | Asgard Wealth Solutions has launched the second phase of its automated business support tool AdviserNETgain that will enable planners currently using the application to generate statements of advice for their clients online.

Another win for Asgard

13 December 2006 | Despite being launched less than a month ago, AdviserNETgain, Asgard Wealth Solution’s practice and planning management technology, has come out on top in the hybrid category of the Investment Trends 2006 Platform Report.