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COUNT FINANCIAL
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....
Financial planning
The proposed merger between Diverger and Count has reached the next stage of its proceedings ahead of an expected February completion date....
Financial planning
Count has raised its offer to acquire 100 per cent of Diverger, with Diverger’s board “unanimously” recommending the deal is in its best interests....
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
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 ...
Financial planning
A Rockhampton-based advisory business specialising in insurance advice is the latest addition to Count’s national advice community. ...
Financial planning
Earmarking some $520 million in an indemnity deed to former subsidiary Count Financial, CBA’s full-year results reveal a trial date has been fixed for March 2024. ...
People & Products
Count chief financial and operating officer, Laurent Toussaint, who acted as interim chief executive after the departure of Matthew Rowe, will exit in September after fiv...
People & Products
Count has appointed a private equity specialist to its board as a non-executive director, indicating further acquisitions could be on the horizon....
Financial planning
Commonwealth Bank of Australia has set aside a further $220m to cover remediation of legacy fee for no service conduct at Count Financial....
Financial planning
There is only one licensee group which is showing positive movement over the last 12 months, according to WealthData, while Insignia has taken the lead in hiring provisio...
Financial planning
Two firms have been identified as leaders in adviser growth year to date but their gains are dwarfed by adviser losses from large groups. ...
People & Products
Count Financial has become the first licensee to introduce DIY Advice technology from Padua Solutions to reduce time spent by advisers on producing Records of Advice....
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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...