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COUNTPLUS
Financial planning
Diverger shareholder DMX Asset Management has described its proposed merger with Count as a “farcical” transaction, saying the offer price does not reflect the fair value...
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
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
Count has welcomed a Melbourne-based advice practice to its network, with a focus on the technology efficiencies provided by the licensee. ...
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
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 has announced the successful acquisition of financial advice business Affinia from TAL, welcoming around 100 advisers to its national community. ...
Financial planning
Count’s chief executive, Hugh Humphrey, has told Money Management he hopes the firm’s rebranding will help it streamline its business as it acquires Affinia and sets out ...
People & Products
An overwhelming 99.94 per cent of shareholder votes have been cast in favour of a successful name change to Count Limited, signalling a “dynamic new phase” for the firm....
Financial planning
CountPlus has announced it will hold an extraordinary general meeting to vote on a name change for the business....
Financial planning
The strategic acquisition would add over 100 advisers to its national community and bolster CountPlus’ wealth segment....
Funds management
The firm noted an 8% rise in reported revenue along with growth of 13% in Count Financial advisers in the first half of the 2023 financial year....
Financial planning
The advisory company announced their subsidiary firm, Moggs Accounting + Advisory, has acquired a Victorian accounting firm....
People & Products
Former CountPlus chief executive, Matthew Rowe, has taken up a new role as chair of an advisory board....
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MARKET INSIGHTS
Podcast
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...