POWERED BY MOMENTUM MEDIA
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...
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 ...
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...
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...
Financial planning
One of the key benefits of scale for advice businesses is the ability to invest, particularly in technology, according to Easton....
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. ...
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 ...
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’. ...
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. ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...