Search ResultsShowing 1 - 10 of 68 results for "CountPlus"
CountPlus transfers SMA management
KANIKA SOOD  |  MONDAY, 1 JUL 2019
CountPlus has offloaded the investment management of its SMA platform solution as it aims to rid itself of product conflicts. The Privilege Managed Account is a separately managed accounts platform made up of seven model portfolios. These were ...
Commonwealth Bank mulls retail advice business sale
KANIKA SOOD  |  FRIDAY, 21 JUN 2019
... 13, CBA said it entered into an agreement to sell Count Financial , which has 351 advisers and was to be a part of NewCo , to CountPlus for $2.5 million with a $200 million indemnity. It will also, over time, sell its 35.9% holding in CountPlus.
CBA sells advice dealer group
JAMIE WILLIAMSON  |  THURSDAY, 13 JUN 2019
... Count Financial. The group announced this morning is has entered into an agreement to sell the dealer group to CountPlus for $2.5 million. It will also, over time, sell its 35.9% holding in CountPlus. CountPlus is a logical owner of Count ...
Advice and accounting align post-Royal Commission: CountPlus
ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
New research released by CountPlus shows that Australia's advice and accounting sectors will rapidly converge in the post-Hayne world. The CountPlus whitepaper argues that a new space defined by professionalism and quality advice outcomes is ...
CountPlus acquires stake in advice firm
KARREN VERGARA  |  TUESDAY, 30 APR 2019
CountPlus has acquired a stake in a financial advice firm as Prime Financial Group offloads its minority interest. CountPlus acquired a 20% interest in Rundles Financial Planning, as well as a 40% stake in accounting firm Rundles Prime. Total ...
CFS tops up Morgan Stanley mandate
KANIKA SOOD  |  WEDNESDAY, 9 JAN 2019
... alongside Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and Mortgage Choice - together termed as "Newco." SocietyOne managing director and chief executive Jason Yetton was ...
CFS swaps global equities managers
KANIKA SOOD  |  FRIDAY, 14 DEC 2018
... alongside Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and Mortgage Choice - together termed as "Newco." SocietyOne managing director and chief executive Jason Yetton was ...
CountPlus acquires interest in integrated wealth firm
JAMIE WILLIAMSON  |  MONDAY, 19 NOV 2018
CountPlus acquired 40% of a Victoria-based accounting and financial advice firm, marking its first investment under its new business model. Taking a stake in O'Brien Accountants and Advisors, CountPlus made the first of an expected sweep of ...
CBA sells CFSGAM, new wealth business chief executive appointed
KANIKA SOOD  |  WEDNESDAY, 31 OCT 2018
... State, Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and MortgageChoice. SocietyOne managing director and chief executive Jason Yetton has been appointed as NewCo chief ...
CountPlus resumes dividend payments
HARRISON WORLEY  |  MONDAY, 27 AUG 2018
CountPlus reported its FY18 earnings as the business moves into the final stage of a two-year transformation period, resuming dividend payments in the process. In a release, the diversified wealth management firm announced it had resumed dividend ...
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