SOA

The solution to the complex and time-consuming Statements of Advice (SoA) lies somewhere between a one-page letter...

Moving to Letters of Advice, abolishing safe harbour steps to comply with best interest duty and indexing the...

The advice industry should not waste resources discussing changing the name of Statement of Advice (SOA) documents...

The affordability of advice issue can be solved through technology and MoneyGPS believes its tech can bridge the...

The record of advice relief measure is extended to April 2022, as well as the “time critical” relief measure that...

Servicing 200 to 300 clients will be the future for financial advice as long as the technology stack is up to...

Business growth has been challenged by regulatory noise, and statements of advice are the most burdensome...

Business models could shift to goals-based advice, rather than producing statements of advice, according to a...

Trustees should come up with an approach that allows them to have necessary comfort that the quality of advice...

Financial services guide and statement of advice documentations, breach reporting, and applying the Corporations...

Advice affordability is deteriorating and advice fees should be tax deductible, according to ClearView.

The savings identified by the Financial Services Council in its new advice green paper are marginal, at best,...

The relief measure allowing advisers to provide a record of advice rather than a statement of advice to clients...

The industry needs to simplify the way it presents advice to clients as statements of advice can increase anxiety...

In the last four exams, the Financial Adviser Standards and Ethics Authority has acknowledged that advice...