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COUNT FINANCIAL
Financial planning
Two licensees have shared how providing a structured career pathway that extends beyond the Professional Year is critical to ensure candidates won’t pursue other opportun...
Financial planning
With the FY24 reporting season behind us, five major financial advice licensees are looking to achieve growth either through inorganic activity or internal expansion....
Financial planning
The emerging wealth technology platform has appointed Michael Csavas, former acting Count CEO, to drive growth and target financial advisers and accountants....
Financial planning
The licensee has become the second-largest wealth management advice firm in Australia, with its funds under advice hitting $34.2 billion in FY24....
Financial planning
With the previous financial year behind us, Wealth Data has unveiled the top 10 financial advice licensees in terms of adviser gains and declines over the 12-month period...
Financial planning
Contrary to recent arguments that new financial advice entrants can no longer rely on large licensees for recruitment, AMP and Count have detailed their pathways for PY c...
Financial planning
Count has divested its Bentleys WA business for a lower purchase price than initially forecast....
Financial planning
There have been four consecutive weeks of adviser declines as eight financial advisers depart the profession this week, with the majority leaving from Count....
Financial planning
Two of Australia’s largest financial advice licensees, Count Financial and AMP Group, have each lost five advisers this week, while Sequoia has “bounced back” after recen...
Financial planning
With a weekly loss of 14 advisers led by declines at Count Financial, the financial advice industry has fallen below the 15,600 line....
Financial planning
Wealth Data has revealed which financial advice licensee has lost the greatest number of advisers this financial year-to-date, with the firm declining by 59 advisers over...
Financial planning
With the first quarter of 2024 behind us, Money Management takes a look back at the biggest M&A deals in financial advice over the period....
Financial planning
Diverger managing director, Nathan Jacobsen, is expected to depart once the firm merges with Count next month....
Financial planning
Large licensees are looking to take minority stakes in smaller ones as a way to retain a presence in the industry, but the smaller party needs to ensure it doesn’t create...
Financial planning
Count has made its latest acquisition of a company that provides offshore services for advisers out of India, continuing the expansion of its services segment....
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Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....