COUNTPLUS

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

Iress has appointed the former head of Count Financial to a newly created executive general manager position in its wealth APAC team....

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

Count chief executive Hugh Humphrey has provided further details on the makeup of the firm’s advisers following churn after the Diverger deal. ...

Financial planning

With two years as Count’s CEO under his belt, Hugh Humphrey takes a look back on how the firm has grown from its “subscale” position to Australia’s second-largest advice ...

Financial planning

An equity partner firm of Count has acquired a Victorian accounting and financial planning business for $2.1 million, following its first M&A deal in February....

Financial planning

With the end-of-financial-year adviser gains and losses finalised, how does this year’s movement affect the ranking of the top three licensees?...

Financial planning

Count has divested its Bentleys WA business for a lower purchase price than initially forecast....

Financial planning

Count has appointed Leah Hitchings in a newly created role of group head of brand and experience as the licensee looks to grow market share....

Financial planning

Three of Australia’s largest licensees saw growth in their financial advice numbers over the past week, despite an overall double-digit decline across the wider industry....

Financial planning

O’Brien Accountants & Advisors, an equity partner firm of advice licensee Count, has acquired an accounting client book for $2.1 million to expand its Melbourne client ba...

Financial planning

An equity partner firm of Count has purchased a Brisbane-based accounting business for nearly $1 million, as Count drives forward its inorganic growth momentum....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 2 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

3 days ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 1 day ago