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COUNTPLUS
Financial planning
Critique Private Clients, a Sydney-based advisory business, has switched from an Insignia-owned licensee to Count’s Australian financial services licence network....
Financial planning
With Count’s acquisition of Diverger set to reach completion in February 2024, rival bidder COG Financial Services has withdrawn its “superior proposal” made last month. ...
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....
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....
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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...