AMP Limited has launched a new planner training and development program replacing its Horizons program – Adviser Pathways. The company announced the program was based on a minimum degree standard as ...

Iress has shared an update on its CEO business structure while Xplan co-founder Jason Hoang is to depart. In an ASX statement, the firm announced chief executive Marcus Price will be transitioning to ...

Global asset manager Janus Henderson has been acquired by Trian Fund Management and General Catalyst in a US$7.4 billion deal.

Australia’s first exchange traded fund (ETF) has been launched. After much hype in the market surrounding ETFs, Salomon Smith Barney (SSB) has launched what it calls the IndexShares 100 product which ...

Australia’s largest advice licensee Entireti has acquired licensee solution provider IOOF Alliances from Insignia. This will merge IOOF Alliances with existing Jigsaw Advice Solutions, which it ...

Barings has appointed a former Zenith sales head as it seeks to expand its reach in the Australian wealth management market. John Nicoll has taken up the newly created position of sales director at ...

Count has enacted its latest M&A deal of the financial year, acquiring the accounting and audit client base of a Sydney accounting firm. Subsidiary CountPlus One has entered into a binding agreement ...

Russell Investments has partnered with financial advice firm Invest Blue to launch the Cornerstone Private Markets Managed Portfolio, to expand private market access for Australian advised investors.

The acquisition of Mason Stevens by Adamantem Capital has reached completion, as the wealth platform looks to ramp up its growth strategy. It was first announced last December that Sydney-based ...

Having rejected the possibility of going ASX-listed, Mason Stevens’ CEO details why the wealth platform went down the private equity (PE) route and how it intends to accelerate its growth ambitions.

Adelaide financial planning firm Retirement Strategies has been acquired by Calder Wealth Management (CWM). The firm was founded in 2002, while CWM was founded 50 years ago. The two businesses said ...

Two financial advice professionals have shared their tips for success when building an effective Professional Year (PY) program as more advisers look to bring on junior staff. The latest financial ...