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....

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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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Financial planning

Count Financial is continuing to build its adviser numbers, this time recruiting former Fitzpatrick’s aligned Sydney-based StrategyOne....

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Financial planning

Four former IOOF-licensed firms, four of them Bridges operatives, have moved home to Count Financial....

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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...

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Financial planning

Count Financial continues to be active in recruiting advice firms from both the MLC and IOOF licenses....

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People & Products

Henry Cai has been appointed as the firm’s new licensee systems training and support manager....

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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....

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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....

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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...

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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...

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Financial planning

Brisbane-based Cooper Reeves has completed a tuck-in acquisition of CBD Wealth, which are both member firms of CountPlus....

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Financial planning

Count Financial has announced that Sydney-based advice practice Small & Gunn has joined the group. ...

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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...

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People & Products

Count Financial has appointed Chris Burton as practice development manager as the business reaffirms its commitment to growth. ...

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

1 day 4 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

1 day 5 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

1 day 5 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago