COUNTPLUS
People & Products
A Victorian accounting firm – in which Count holds a 40 per cent equity stake – has announced the acquisition of an accounting client book through a $1.4 million transact...
Financial planning
Losses at Count and Diverger, which are set to merge in March, have wiped out the double-digit adviser gains seen last week. ...
Financial planning
The financial advisory business has made its first acquisition of the year, with one of its Victorian subsidiary firms purchasing an accounting practice. ...
People & Products
Diverger shareholders have approved its merger with Count in a vote today, culminating the “dual growth strategy” pursued by the licensee....
Financial planning
Critique Private Clients, a Sydney-based advisory business, has switched from an Insignia-owned licensee to Count’s Australian financial services licence network....
Financial planning
With Count’s acquisition of Diverger set to reach completion in February 2024, rival bidder COG Financial Services has withdrawn its “superior proposal” made last month. ...
Financial planning
Count has indicated the Diverger acquisition will not be its last as chief executive, Hugh Humphrey, says the firm has sufficient “firepower” to make more in the future....
People & Products
The Melbourne-based advisory business has joined Count’s AFSL network, following its acquisition of financial advice firm Affinia from TAL....
Financial planning
Diverger shareholder DMX Asset Management has described its proposed merger with Count as a “farcical” transaction, saying the offer price does not reflect the fair value...
People & Products
Following its acquisition of financial advice business Affinia from TAL, Count has welcomed an additional 11 advisers to its network as an Affinia firm joins its AFSL....
Financial planning
The planned acquisition of Diverger by Count will create the third-largest licensee in Australia, behind Insignia and AMP....
Financial planning
Count has made a significant acquisition of a wealth and financial planning licensee in a deal that will create a combined business with funds under administration and ma...
Financial planning
Count has welcomed a Melbourne-based advice practice to its network, with a focus on the technology efficiencies provided by the licensee. ...
Financial planning
With 101 net new advisers and a 17 per cent rise in adjusted segment revenue to $18.1 million, Count Limited has reported a strong performance from its wealth segment in ...
Financial planning
Earmarking some $520 million in an indemnity deed to former subsidiary Count Financial, CBA’s full-year results reveal a trial date has been fixed for March 2024. ...
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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...