Financial advisers need to make sure all their new regulatory requirements are in place by October to avoid any scrutiny from the regulators, even if they aren’t receivin...
The adviser software service has launched the ‘Your Life’ module to help advisers with the fact find process....
Global fixed income markets will see a repeat of Q2 performance in the second half of the year, according to Brandywine Global Investment Management, due to a lack of mar...
Helen Morgan-Banda has been chief executive for the Law Society of New Zealand and the Royal New Zealand College of General Practitioners, and held corporate affairs posi...
Emma Pringle will replace Natasha McKean who moved to DNR Capital....
The self-licenced boutique financial advisory firm has acquired asset consulting firm Atchinson Consultants after searching for a partner for several years. ...
Natasha McKean joins as specialist environmental, social and governance investment analyst....
The association says the current levy formula is not sustainable and needs to be reviewed immediately....
Software is currently too focused on product sales and compliance, and advisers find it difficult to use it to conduct activities that connect with clients, according to ...
State Street Alpha chief operating officer, James Lowry, will join Janus Henderson in October from the London office....
Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...
Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...
Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....