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....