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...
Financial planning
Advisers and clients lose when estate planning is ignored. ...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...