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SOA

Editorial

It is often the commissions versus fees issue that overwhelms discussions about the appropriateness of the title 'profession' when applied to financial advice. ...

Financial planning

Growing use of ROAs could render SoAAs redundant....

Financial planning

Can be cheaper for planning practice, but confidentiality biggest concern....

Financial planning

In an environment where financial planners are under increasing pressure to justify to clients their fees and commissions, the pricing model employed by Commonwealth Fina...

Financial planning

Few financial planners appear to be fully embracing the Financial Planning Association's latest short-form Statement of Advice sample despite high praise for the FPA lead...

Financial planning

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

Financial planning

MLC has reduced the size of its statement of advice (SOA) templates by 20 per cent, following up on a 68 per cent reduction in template size one year ago....

Editorial

In every crisis there is opportunity, and I would suggest there has never been a better time for financial planners to assess their practices. ...

Financial planning

Provided inappropriate advice, incomplete SOAs and misled clients on switching costs....

Financial planning

DAVID FOX takes a look at how the adviser’s role will be significantly different in the successful advice business of the future....

Financial planning

MATTHEW ESLER considers the role new financial advice technology is playing in shaping recruitment within the financial planning practice....

Financial planning

The financial planning industry is facing renewed scrutiny and criticism in the wake of the closure of Storm Financial by voluntary administrators last week...

Editorial

A MIKE TAYLOR editorial...

Financial planning

Advisers and clients lose when estate planning is ignored. ...

Financial planning

Sentry launches concise SoA within Xplan....

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week 6 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks 6 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 6 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 4 days ago