SOAS
Financial planning
Despite the government agreeing to replace SOAs with CARs, the FAAA and SIAA believe greater streamlining of documentation is needed for the change to have a positive imp...
Financial planning
A licensing head is hopeful that the DBFO legislation will make it easier for financial advisers to switch licensees, as extensive paperwork means they face a heavy burde...
Financial planning
Financial advice platform Otivo has launched a compliance tool for financial advisers to publish and audit their statements of advice....
Financial planning
As statements of advice move into the rear-view mirror, Vital Business Partners explores how financial advisers are adopting innovative documentation strategies....
Financial planning
According to this financial planning software CEO, digital innovation in the adviser landscape is crucial for greater efficiency and to reach younger clients....
Financial planning
Analysis of around 5,000 statements of advice found not one adviser mentioned home equity release or reverse mortgage strategies....
Financial planning
The unintended consequences of new regulation can be costly without really benefitting the consumer, as consumers instead become inundated with overbearing regulatory inf...
Financial planning
Consumers prefer engaging statements of advice such as videos, infographics, and quizzes rather than traditional paper-based SOAs, according to the Financial Planning Ass...
People & Products
YTML signs Merit Wealth to the Seido platform and adds Helen Thom to head of distribution....
Tech
Women engaged with their super online an average of six times during the June quarter and executed an SOA 30 per cent of the time, according to Decimal....
Features
A double dissolution election has left many financial planning policies in limbo, and advisers are demanding certainty on at least three key issues, Malavika Santhebennur...
Accounting
Non-aligned group, Libertas Financial Planning, launches an accountants’ licensing package, with software that creates SOAs and walks them through compliance processes....
Financial planning
An industry consultant is predicting a steep increase in costs around SMSFs making small APRA funds an increasingly viable alternative....
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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...