COUNT FINANCIAL

Financial planning

Two licensees have shared how providing a structured career pathway that extends beyond the Professional Year is critical to ensure candidates won’t pursue other opportun...

Financial planning

With the FY24 reporting season behind us, five major financial advice licensees are looking to achieve growth either through inorganic activity or internal expansion....

Financial planning

The emerging wealth technology platform has appointed Michael Csavas, former acting Count CEO, to drive growth and target financial advisers and accountants....

Financial planning

The licensee has become the second-largest wealth management advice firm in Australia, with its funds under advice hitting $34.2 billion in FY24....

Financial planning

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...

Financial planning

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...

Financial planning

Count has divested its Bentleys WA business for a lower purchase price than initially forecast....

Financial planning

There have been four consecutive weeks of adviser declines as eight financial advisers depart the profession this week, with the majority leaving from Count....

Financial planning

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...

Financial planning

With a weekly loss of 14 advisers led by declines at Count Financial, the financial advice industry has fallen below the 15,600 line....

Financial planning

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...

Financial planning

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....

Financial planning

Diverger managing director, Nathan Jacobsen, is expected to depart once the firm merges with Count next month....

Financial planning

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...

Financial planning

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....

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 week 4 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 weeks 1 day ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

1 month ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

4 weeks 1 day ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 weeks ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 week 6 days ago