AFFINIA

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. ...

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....

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

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 ...

People & Products

Count has announced the successful acquisition of financial advice business Affinia from TAL, welcoming around 100 advisers to its national community. ...

Financial planning

There was a double-digit loss of advisers last week with much of the weekly movement seen at licensee Count....

People & Products

Count Financial has appointed Chris Burton as practice development manager as the business reaffirms its commitment to growth. ...

image
Financial planning

ASIC has banned Brisbane life insurance financial adviser, Christopher Young, for five years as he failed to act in his clients’ best interest....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 14 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 5 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago