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COUNT FINANCIAL
Financial planning
Two firms have been identified as leaders in adviser growth year to date but their gains are dwarfed by adviser losses from large groups. ...
People & Products
Count Financial has become the first licensee to introduce DIY Advice technology from Padua Solutions to reduce time spent by advisers on producing Records of Advice....
People & Products
Count Financial has approved DASH Technology Group’s software suite, including its digital statement of advice capability, for use across its adviser network....
People & Products
Count Financial has appointed Adrian Hondros to the board as Bruce Foy retires, bringing 35 years of corporate and financial planning experience to the role....
People & Products
Count Financial has announced the appointment of Moore Wealth Advisers as the latest firm to join its national advice community....
People & Products
Count Financial has announced an exclusive partnership with Annature to provide integrated eSigning and ID Verification software solutions to its national community of fi...
People & Products
Count Financial has added Midwinter financial advice software to its technology menu, targeting increased choice and flexibility for the adviser network....
Financial planning
Count Financial Limited has announced the appointment of BWC Wealth Partners as the latest firm to join its national advice community....
Financial planning
The Ebony Rose Group has joined Count Financial’s national advice community. ...
Financial planning
Financial Momentum is the latest firm to join the Count Financial national advice community....
Financial planning
In a response to the ongoing talent management challenges, CountPlus has announced its partnership with Melbourne Business School....
Financial planning
Serendipity Wealth Advisors has joined Count Financial and its national advice community. ...
Financial planning
Commonwealth Bank costs related to aligned advice remediation have surpassed $1 billion while it has increased Count remediation for a second time in less than six months...
Financial planning
Bentley Brett and Vincent will merge and be acquired by CountPlus member firm Unite Advisory for a total purchase consideration of $1.7 million....
Financial planning
Adelaide Private Wealth and DMCA Advisory have joined the CountPlus network, which has added 25 new firms this year. ...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...