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Showing 1 - 10 of 15 results for "Investment Advisers Association"

Super account advice fees a sticking point for advice bill: Senate inquiry

KARREN VERGARA  |  FRIDAY, 21 JUN 2024
... the inquiry referred to the sole purpose test to achieve greater clarity. The Stockbrokers and Investment Advisers Association (SIAA) in its submission was concerned that proposed changes to section s99FA will establish an excessive obligation on trustees ...

Advisers shoulder massive wealth transfer

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... intergenerational wealth that is used to make an impact. Heath told the recent Stockbrokers and Investment Advisers Association (SIAA) Conference that for advisers managing an impact investing and succession plan conversation with clients, this is either ...

Poor gender diversity not a 'women's problem': Panel

KARREN VERGARA  |  WEDNESDAY, 15 MAY 2024
... make meaningful changes. In a fireside chat discussing women and wealth at the Stockbrokers and Investment Advisers Association Conference (SIAA), prominent leaders of wealth advisory firms discussed the tangible benefits of leading gender diverse teams. ...

Price dislocations pave way for active managers

KARREN VERGARA  |  WEDNESDAY, 15 MAY 2024
... opportunities happening in the market at this particular junction," she told the 2024 Stockbrokers and Investment Advisers Association Conference (SIAA) on day one. This was not the case around 2016 and through to 2018, an era marked by Brexit, US-China ...

Australia requires swifter settlement cycle: SIAA

KARREN VERGARA  |  WEDNESDAY, 15 MAY 2024
... major global financial centres, according to operations experts who spoke at the Stockbrokers and Investment Advisers Association Conference (SIAA) this morning. The possibility of Australia shortening its trade settlement cycle was a pressing topic ...

Wealth firms 'still have PTSD from the Royal Commission': Deloitte

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
... have on future propositions. But Deloitte partner Juanita Knights said at the Stockbrokers and Investment Advisers Association (SIAA) that the Australian industry remains cautious due to the lingering effects from the Royal Commission. "Firms are very ...

Wholesale investor test reform has several ramifications: SIAA

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... the 22-year-old wholesale investor test was a hot-button topic at the annual Stockbrokers and Investment Advisers Association (SIAA) Conference. Ashurst partner Jonathan Gordon told a panel session that most people agree the current test draws "fairly ...

Advisers urgently call on Treasury to recognise degrees

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... profession more sustainable by being flexible in recognising more degrees, the Stockbrokers and Investment Advisers Association (SIAA) Conference heard. Addressing the first day of the annual conference this morning, SIAA chief executive Judith Fox said ...

Bell Financial Group launches Tandem Securities

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
... services. Bell Direct chief executive Lee Muco told Financial Standard at the Stockbrokers and Investment Advisers Association (SIAA) Conference that for the past 15 years the company has provided technology and wholesale solutions to B2B customers in ...

Advisers should leverage US tech blueprint: SIAA panel

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... should learn from the blueprint it has laid out, investment experts told the Stockbrokers and Investment Advisers Association (SIAA) Conference this morning. Speaking on a panel discussing market innovation, Brooke Juniper, chief executive of start-up ...
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