Category: SIAA Newsroom

Wholesale clients

What’s next for wholesale clients? A lesser-known recommendation of the Quality of Advice Review will impact how licensees classify their wholesale clients. The reviewer, Michelle Levy, was tasked with considering […]

Protecting client portfolios

By Alistair Kadrian, Business Development Manager, HALO Technologies Making money safely for clients is at the heart of why every financial adviser does what they do. Protecting your clients’ portfolios […]

Three powerful and compelling benchmarks

By Grant Bloxham, Chief Executive Officer, BStar When we discuss with investment advisers the benchmarking of their business, they are usually focussed on improvement planning. However, the benefits of using […]

From the desk of Amit Goel

Portfolio Manager, Fidelity Global Emerging Markets Recently, I’ve often been asked the questions, ‘Are emerging markets (EM) rebounding? or ‘What’s the current investment case for emerging markets? To answer, I […]

Defensive Darlings demanding their place

By Elfreda Jonker – Investment Specialist, Alphinity Investment Management Contrary to expectations, global equities have rallied since the first banking stress surfaced in the US during March. The MSCI World […]