NATHAN JACOBSEN

Financial planning

Diverger managing director, Nathan Jacobsen, is expected to depart once the firm merges with Count next month....

Financial planning

Count’s acquisition of Diverger is expected to complete by the end of February 2024, CEO Hugh Humphrey has told Money Management, despite a last-minute rival bid from COG...

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

EXCLUSIVE Easing regulation has made it easier to be a licensee but Diverger is still in talks to see how it can grow its scale, according to chief executive, Nathan Jaco...

Financial planning

Diverger has added 160 self-licensed advice firms in the first half of 2022/23 as it targets achieving net revenue of $45 million in FY25....

Features

The latest proposal suggested by the financial advice industry is to move to one focused on principle-based legislation and for changes to the Corporations Act, writes La...

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Financial planning

The Corporations Act has become very operational and specific in how outcomes should be delivered to clients, rather than principle based which is not helping the advice ...

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Financial planning

Diverger, formally known as Easton Investments, has partnered its Paragem network with The Wealth Network to help advice practices grow in an environment of declining adv...

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Financial planning

Easton Investments has announced an extension of its services to self-licenced financial advice practices, allowing licensees to access its practical quality advice platf...

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Financial planning

One of the key benefits of scale for advice businesses is the ability to invest, particularly in technology, according to Easton....

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People & Products

Tara Ross has been appointed to head up GPS Wealth as Easton looks to take its wealth solutions division into its next period of growth. ...

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Features

With a significant generational wealth transfer on the horizon, wealth managers and financial advisers will have to adapt their business models to take advantage, writes ...

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Financial planning

Social media influencers taking kickbacks is no different to the ‘bad old days’ of commission, according to one MP, as the regulator cracks down on ‘finfluencers’. ...

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Financial planning

There will be a problem in the next five years as falling adviser numbers coincide with more households seeking advice, according to Easton Investments. ...

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

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Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

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Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

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

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