Count shareholders back name change as firm commits to advice

Countplus/Hugh-Humphrey/

| By Rhea Nath |

An overwhelming 99.94 per cent of shareholder votes have been cast in favour of a successful name change to Count Limited, signalling a “dynamic new phase” for the firm.

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Countplus

Hugh Humphrey

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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Insignia advisers dwindle as micro-AFSLs grow

insignia-financial/IOOF/Wealth-Data/AFSL/

| By Jasmine Siljic |

Financial planning

The number of Insignia advisers has fallen to nearly 1,000, with the advice firm losing 72 advisers to micro-AFSLs over the years.

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AUTHOR

Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

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GBST acquires fintech solution WealthConnect

GBST/financial-planning-software/fintech/

| By Jasmine Siljic |

People & Products

The financial software provider has announced its acquisition of WealthConnect, a digital advice practice management and CRM system.

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GBST

financial planning software

fintech

AUTHOR

Jasmine Siljic

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Iress unveils improved remuneration structure following shareholder criticism

iress/remuneration/Marcus-Price/fintech/

| By Laura Dew |

People & Products

Iress has outlined how it will move to a performance-based remuneration model following feedback that its previous structure was not aligned with shareholder returns.

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AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Purposeful planning key to retirement confidence: Vanguard

vanguard/retirement/financial-advice/

| By Jasmine Siljic |

Financial planning

Vanguard research has revealed that Australians who seek advice and have a clear retirement plan have the highest levels of confidence about their future.

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vanguard

retirement

financial advice

AUTHOR

Jasmine Siljic

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SIAA calls for prompt enactment of experience pathway

siaa/Stephen-Jones/experience-pathway/

| By Laura Dew |

Financial planning

The Stockbrokers and Investment Advisers Association has thrown its support behind the experience pathway, arguing its members would rather quit than study for unnecessary financial planning qualifications.

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siaa

Stephen Jones

experience pathway

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Relative Return: Calling out the BS in ESG

ESG/managed-accounts/Podcast/Relative-Return/

| By James Mitchell |

Editorial

In this week’s episode, Infinity Asset Management’s chief investment officer, Piers Bolger, shares his insights on BHP, Westpac, Afterpay, managed accounts and the marketing spin surrounding the ESG movement.

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AUTHOR

James Mitchell

James Mitchell is a senior financial services reporter with over ten years experience. He has covered the Murray Inquiry, the Hayne royal commission and the evolution of Australia's financial intermediary sectors since 2011, with a focus on banking, superannuation, mortgages and wealth management.

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Magellan Australian equity FUM falls by a quarter

Magellan/Airlie-Funds-Management/David-George/

| By Laura Dew |

Funds management

Australian equities have fallen dramatically for the second consecutive month at Magellan, falling by 25 per cent in April.

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Magellan

Airlie Funds Management

David George

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Where are funds going wrong under DDO?

DDOs/ASIC/managed-investment-scheme/

| By Laura Dew |

Funds management

ASIC has outlined the most common mistakes made by funds when creating their target market determinations as well as how many products have been withdrawn from the market for design and distribution issues.

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DDOs

ASIC

managed investment scheme

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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First finfluencer sentenced for market manipulation

finfluencers/ASIC/pump-and-dump/

| By Laura Dew |

Financial planning

The first person to be convicted of a ‘pump and dump’ scheme, Gabriel Govinda, has been sentenced and fined after pleading guilty to charges of share manipulation and illegal dissemination of information.

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finfluencers

ASIC

pump and dump

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Count shareholders back name change as firm commits to advice

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Insignia advisers dwindle as micro-AFSLs grow

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GBST acquires fintech solution WealthConnect

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Iress unveils improved remuneration structure following shareholder criticism

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Purposeful planning key to retirement confidence: Vanguard

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SIAA calls for prompt enactment of experience pathway

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First finfluencer sentenced for market manipulation

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