With the previous financial year behind us, Wealth Data has unveiled the top 10 financial advice licensees in terms of adviser gains and declines over the 12-month period...
Contrary to recent arguments that new financial advice entrants can no longer rely on large licensees for recruitment, AMP and Count have detailed their pathways for PY c...
Count has divested its Bentleys WA business for a lower purchase price than initially forecast....
There have been four consecutive weeks of adviser declines as eight financial advisers depart the profession this week, with the majority leaving from Count....
Two of Australia’s largest financial advice licensees, Count Financial and AMP Group, have each lost five advisers this week, while Sequoia has “bounced back” after recen...
With a weekly loss of 14 advisers led by declines at Count Financial, the financial advice industry has fallen below the 15,600 line....
Wealth Data has revealed which financial advice licensee has lost the greatest number of advisers this financial year-to-date, with the firm declining by 59 advisers over...
With the first quarter of 2024 behind us, Money Management takes a look back at the biggest M&A deals in financial advice over the period....
Diverger managing director, Nathan Jacobsen, is expected to depart once the firm merges with Count next month....
Large licensees are looking to take minority stakes in smaller ones as a way to retain a presence in the industry, but the smaller party needs to ensure it doesn’t create...
Count has made its latest acquisition of a company that provides offshore services for advisers out of India, continuing the expansion of its services segment....
The proposed merger between Diverger and Count has reached the next stage of its proceedings ahead of an expected February completion date....
Count has raised its offer to acquire 100 per cent of Diverger, with Diverger’s board “unanimously” recommending the deal is in its best interests....
Count’s acquisition of Diverger is expected to complete by the end of February 2024, CEO Hugh Humphrey has told Money Management, despite a last-minute rival bid from COG...
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 ...
How much did IRESS pay Deloitte for this analysis? Not sure they are the arbiter of intelligent forecasting in this spac...
Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...
This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...