COUNT FINANCIAL

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....

Financial planning

The proposed merger between Diverger and Count has reached the next stage of its proceedings ahead of an expected February completion date....

Financial planning

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....

Financial planning

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...

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 ...

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MARKET INSIGHTS

James Patterson

How much did IRESS pay Deloitte for this analysis? Not sure they are the arbiter of intelligent forecasting in this spac...

18 hours ago
Howard Elton

Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...

2 days ago
Peter Robinson

This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...

2 days ago

ASIC has secured travel restraint orders against a financial adviser while he is the subject of an investigation into alleged financial misconduct....

4 days 19 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

2 weeks 2 days ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

1 week 1 day ago