Search Results | Showing 11 - 20 of 189 results for "Adviser Network" |
| | | ... for the last five and a half years," Toussaint said. Toussaint's departure comes as Count continues to grow its adviser network, having recently added 75 practices through the acquisition of TAL's Affinia licensee in May. At the time, Humphrey said the ... |
| | | | ... shareholders. Following the name change, it also completed the acquisition of Affinia Financial Advisers, growing its adviser network substantially. At the time, Humphrey said the acquisition was strategic as the firm looked to build scale and expand. ... |
| | | | Count has completed its acquisition of Affinia Financial Advisers, growing its adviser network substantially. Through the acquisition, Count has acquired 75 financial advice practices from TAL, adding around 100 financial advisers to its community. ... |
| | | | ... growing AFSLs, with Count Financial topping the ranks on this front. The fastest contracting AFSL remains the SMSF Adviser Network, losing almost 400 advisers in 2022. |
| | | | ... portfolios for their clients that meet financial objectives," Quirk commented. "We are constantly talking to our adviser network and industry partners to ensure we have our finger on the pulse of investor demand and that we can enable them to respond ... |
| | | | ... it does not believe the offer reflects its strategic value. In support of this, Centrepoint noted its extensive adviser network, acquisition of ClearView's advice business and growth in a time when other licensees have shrunk. "Industry consolidation ... |
| | | | ... million remains upon completion. This would have no impact on the offer price. If successful, Diverger's financial adviser network balloon; Centrepoint's comprises about 1200 advisers, including some that are self-licensed. Combined, the two firms service ... |
| | | | Midwinter's financial advice software has been selected to strengthen Count Financial's adviser network. Following a four-month pilot program during which some of the licensee's flagship practices trialled Midwinter 's software with ... |
| | | | ... advice firms thrive with the most advanced open architecture solutions." Centrepoint Alliance's financial adviser network was among the first to access intelliflo, with the licensee forming an agreement with the tech player early last year. The offering ... |
| | | | ... chief advice officer Andrew Kennedy added that his licensee was committed to the ongoing professionalism of its adviser network and the finance industry more broadly. "As a licensee, creating positive client outcomes is essential, so we invest heavily ... |
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