SOAS

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....

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Financial planning

Analysis of around 5,000 statements of advice found not one adviser mentioned home equity release or reverse mortgage strategies....

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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...

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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...

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People & Products

YTML signs Merit Wealth to the Seido platform and adds Helen Thom to head of distribution....

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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....

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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...

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Accounting

Non-aligned group, Libertas Financial Planning, launches an accountants’ licensing package, with software that creates SOAs and walks them through compliance processes....

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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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MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

3 days 22 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 1 day ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 20 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 day 23 hours ago