COUNT FINANCIAL
Financial planning
Advice licensee Count’s subsidiary Accurium is to acquire a Melbourne-based accountancy and advisory firm, the third accounting acquisition in recent months....
Financial planning
Count chief executive Hugh Humphrey has said FY25 was a “milestone year” for the business as it completed its Diverger integration, exceeding targets with $5.1 million in...
Financial planning
Count Gold Coast, an equity partner of Count, has entered into binding agreements to acquire clients of two accounting businesses, providing new opportunities for its fin...
Financial planning
An Adelaide-based financial planning and accounting firm is set to merge into Count Adelaide, aligning with Count’s ambitions to form a national footprint of scaled equit...
Financial planning
The financial advice market remains very fragmented compared to other industries, according to Count chief executive Hugh Humphrey, and licensees need deep pockets if the...
Financial planning
Count is looking to adviser recruitment, acquisition of financial planning fee parcels, and cross-selling to accounting clients to improve its financial planning revenue ...
Financial planning
Financial services consultancy Assured Support has appointed a new chairman to its advisory board, who previously served as Count’s chair and chief executive of the FPA....
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....
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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...