ANDREW KENNEDY

Financial planning

Financial Momentum is the latest firm to join the Count Financial national advice community....

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Financial planning

Adelaide Private Wealth and DMCA Advisory have joined the CountPlus network, which has added 25 new firms this year. ...

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People & Products

Henry Cai has been appointed as the firm’s new licensee systems training and support manager....

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Financial planning

In a significant shift amid the transition of advice firms from MLC Wealth to IOOF a key Godfrey Pembroke firm, Ascent Private Wealth has opted to break ranks and move to...

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People & Products

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

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Financial planning

Millennials need to be more engaged with insurance options, according to Andrew Kennedy, risk adviser at HLB Insurance Services....

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People & Products

HLB Mann Judd and MBS Insurance have launched a new product together, HLB Insurance Services, in response to client insurance needs....

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MARKET INSIGHTS

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

3 weeks 5 days ago

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

1 month 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. ...

1 week 3 days 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. ...

5 days 22 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

5 days 2 hours ago