COUNTPLUS

Financial planning

Advice licensee Count’s subsidiary Accurium is to acquire a Melbourne-based accountancy and advisory firm, the third accounting acquisition in recent months....

Financial planning

Major licensee Count has enacted its latest M&A deal, acquiring the accounting and audit client base of a Sydney accounting firm....

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....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 2 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

2 weeks 6 days ago
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