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Showing 21 - 30 of 204 results for "Adviser Network"

Count welcomes Rockhampton practice to network

STAFF WRITER | TUESDAY, 29 AUG 2023

Rockhampton firm TISLife is the latest practice to join the Count adviser network. TISLife, started in 2015, is run by managing director Andrew Thackeray and specialises in insurance advice. It officially joined the Count fold earlier this month. "Our ...

Aware Super hires business development lead

CASSANDRA BALDINI | THURSDAY, 10 AUG 2023

... join the fund in September to head up its business development function and assist in expanding its financial adviser network. Jarvis joins from Australian Unity where she worked since 2020 and most recently held the position of general manager customer ...

Former advisers costs CBA $1.2bn in remediation

KARREN VERGARA | WEDNESDAY, 9 AUG 2023

... to a huge $2.6 billion in the 2023 financial year, of which the lion's share related to its historical aligned adviser network. The former aligned advisers were representative of Financial Wisdom, Count Financial and Commonwealth Financial Planning Limited-Pathways. ...

New chief executive for retail super fund, platform

KARREN VERGARA | TUESDAY, 1 AUG 2023

... distribution function for over 10 years has allowed him to form some "extremely strong relationships with our adviser network and business partners". "It is these relationships and insights that will continue to shape my decisions moving forward," he ...

GBST snaps up Advice Intelligence

ANDREW MCKEAN | TUESDAY, 25 JUL 2023

GBST, a cloud-based SaaS wealth management provider, has acquired Advice Intelligence, the financial planning software provider that entered voluntary administration in May. GBST chief executive Robert DeDominicis said: "The acquisition positions GBST ...

Count hunts new operations chief

CHLOE WALKER | TUESDAY, 11 JUL 2023

... 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 ...

Advice firms merge to create Count Adelaide

CASSANDRA BALDINI | WEDNESDAY, 28 JUN 2023

... 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 completes Affinia acquisition

CASSANDRA BALDINI | MONDAY, 29 MAY 2023

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. ...

Adviser population dropped 17% in 2022

JAMIE WILLIAMSON | FRIDAY, 13 JAN 2023

... 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.

Colonial First State adds 17 new funds to FirstChoice platform

ANDREW MCKEAN | THURSDAY, 1 DEC 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 ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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