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Financial planning
National licensee Capstone Financial Planning has welcomed an executive manager for growth and development, while wealth manager Cameron Harrison has brought a new chair ...
Financial planning
The financial advisory business has made its first acquisition of the year, with one of its Victorian subsidiary firms purchasing an accounting practice. ...
Financial planning
Count has indicated the Diverger acquisition will not be its last as chief executive, Hugh Humphrey, says the firm has sufficient “firepower” to make more in the future....
People & Products
The Melbourne-based advisory business has joined Count’s AFSL network, following its acquisition of financial advice firm Affinia from TAL....
People & Products
Following its acquisition of financial advice business Affinia from TAL, Count has welcomed an additional 11 advisers to its network as an Affinia firm joins its AFSL....
Financial planning
With 101 net new advisers and a 17 per cent rise in adjusted segment revenue to $18.1 million, Count Limited has reported a strong performance from its wealth segment in ...
People & Products
Count has announced the successful acquisition of financial advice business Affinia from TAL, welcoming around 100 advisers to its national community. ...
Financial planning
There was a double-digit loss of advisers last week with much of the weekly movement seen at licensee Count....
People & Products
Count Financial has appointed Chris Burton as practice development manager as the business reaffirms its commitment to growth. ...
Financial planning
ASIC has banned Brisbane life insurance financial adviser, Christopher Young, for five years as he failed to act in his clients’ best interest....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...