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Showing 1 - 10 of 930 results for "Panel"

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

KARREN VERGARA  |  WEDNESDAY, 15 MAY 2024
Gender diversity issues are no longer a "women's problem but a business problem", according to wealth managers, who urge the industry to seize the opportunities to make meaningful changes. In a fireside chat discussing women and wealth at the Stockbrokers ...

Australia requires swifter settlement cycle: SIAA

KARREN VERGARA  |  WEDNESDAY, 15 MAY 2024
... projects including the CHESS replacement. FinClear chief executive and managing director David Ferrall, who was also on the panel, made a bold prediction of Australia moving to T+0 instead. "We're already seeing that the frictionless movement of ...

Wholesale investor test reform has several ramifications: SIAA

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... 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 hard boundaries" without any regard to the sophistication of ...

Advisers should leverage US tech blueprint: SIAA panel

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... 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 Sage, an AI-powered investment assistant for advisers ...

Advisers must unite for major reforms: SIAA

KARREN VERGARA  |  THURSDAY, 9 MAY 2024
... will be held at the Melbourne Grand Hyatt on May 14-15. Euroz Hartleys head of advice Amanda Boyce, who will partake in the panel Financial advice reform, will provide an adviser's perspective on the risks and opportunities such changes present. ...

J.P. Morgan hit with $775k penalty

ELIZA BAVIN  |  THURSDAY, 9 MAY 2024
J.P. Morgan Securities Australia Limited (JPMSAL) has been hit with a $775,000 fine by the Markets Disciplinary Panel (MDP) following an investigation by the Australian Securities and Investments Commission (ASIC). The MDP found JPMSAL permitted suspicious ...

The risks and opportunities in advice: SIAA

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... advice, investments, and legal experts. UniSuper head of advice and education Andrew Gregory, who will be taking part in a panel Financial advice reform: risks and opportunities, told Financial Standard that the $135 billion super fund with 647,000 members ...

Adviser numbers plateau

KARREN VERGARA  |  THURSDAY, 18 APR 2024
... banned/disqualification, enforceable undertaking, disqualified person, credit banned/disqualification, Financial Services Credit Panel (FSCP) action, and SMSF auditor disqualification. The advice sector continues to consolidate. AZ NGA-backed advice ...

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... firms making the cut. Iress, GBST, Practifi, Lumiant, and Ignition Advice were all on the list, which was selected by a panel of industry experts. GBST chief executive Rob DeDominicis said it was a "huge year for GBST's growth and innovation" with the ...

Government introduces company merger overhaul

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
... substantial consultation with industry and have benefitted from the advice of the Competition Taskforce expert advisory panel made up of David Gonski, Kerry Schott, John Asker, Sharon Henrick, John Fingleton, Danielle Wood and Rod Sims," Chalmers and ...
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