COUNT FINANCIAL
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. ...
Financial planning
Count Financial is continuing to build its adviser numbers, this time recruiting former Fitzpatrick’s aligned Sydney-based StrategyOne....
Financial planning
Four former IOOF-licensed firms, four of them Bridges operatives, have moved home to Count Financial....
Editorial
If the Government wants the industry to pay for a compensation scheme of last resort then it needs to review and remove many other regulatory costs, starting with profess...
Financial planning
Count Financial continues to be active in recruiting advice firms from both the MLC and IOOF licenses....
People & Products
Henry Cai has been appointed as the firm’s new licensee systems training and support manager....
Financial planning
Countplus has declared to the market that it has been sufficiently indemnified by the Commonwealth Bank against the growing remediation costs of Count Financial....
Financial planning
A number of Godfrey Pembroke firms may be moving as a group to the new IOOF licenses but another significant firm has chosen to go its own way by joining Count Financial....
Features
There is no lack of competition between licensees to attract good financial planning businesses, but Mike Taylor writes, the days of the deep pockets of the big banks are...
Financial planning
In a significant shift amid the transition of advice firms from MLC Wealth to IOOF a key Godfrey Pembroke firm, Ascent Private Wealth has opted to break ranks and move to...
Financial planning
Brisbane-based Cooper Reeves has completed a tuck-in acquisition of CBD Wealth, which are both member firms of CountPlus....
Financial planning
Count Financial has announced that Sydney-based advice practice Small & Gunn has joined the group. ...
Financial planning
Breaches of the Future of Financial Advice rules will sit at the centre of class actions being formulated against the Commonwealth Bank, AMP and Westpac and a number of t...
People & Products
Count Financial has appointed Chris Burton as practice development manager as the business reaffirms its commitment to growth. ...
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MARKET INSIGHTS
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...