Portfolio efficiency leads new product design

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The nirvana for many financial planners and investors is a seamless system of managing portfolios which takes into account the full spectrum of administration, asset allocation, best interest duty and technical compliance. The search for the ultimate ‘system’ of efficient portfolio construction and ongoing management has led to some interesting innovations. Here, Select Asset Management’s

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How long does it take to write a Statement of Advice

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Having met a lot of advisers, the question “how long does it take you to do a Statement of Advice?” is still one which perplexes me. It’s like asking “how long is a piece of string?” without ever having seen the piece of string and unfortunately can show a lack of understanding by the adviser

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Advisers choosing great compliance security and SOA speed

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Australian financial advisers are increasingly measuring practice success by the robustness of their compliance checks and balances, not just the speed by which they are able to generate a client’s Statement of Advice (SOA).  This is one of the key trends that financial software innovator Decimal says highlights the immediate challenges for financial advice technology

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