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Showing 81 - 90 of 232 results for "Count Financial"

CBA sells advice dealer group

JAMIE WILLIAMSON  |  THURSDAY, 13 JUN 2019
Commonwealth Bank is offloading its financial advice subsidiary, 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 ...

Platform distribution lead departs

JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUN 2019
... development, Australia and New Zealand. He has also previously held business development roles with Macquarie, Asgard and Count Financial. "Xplore Wealth appreciates the service of Tony during his time, most recently assisting on the transition to our ...

CBA remediation bill crosses $2bn

KANIKA SOOD  |  MONDAY, 13 MAY 2019
... $534 million of aligned remediation spend relates to advice clients of advisers working under Financial Wisdom, Count Financial or CFP Pathway licensees. Of this, $374 million is in customer refunds (including $123 million in interest payments) and $160 ...

Major advice licensee in possible best interest breach

JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2019
... ASIC said. Rainmaker analysis shows the largest groups advisers left before joining SMSF Advisers Network are Count Financial, CPA Australia Advice and SMSF Advice.

Countdown to 2019 FICAP Rockstar

JAMIE WILLIAMSON  |  FRIDAY, 15 MAR 2019
... year's sponsors include some of the biggest names in the industry like Challenger, AMP, Colonial First State, Count Financial Services, Ironbark Asset Management, Janus Henderson and MLC. The 2019 FICAP 'Who Wants to be a Rockstar?' will ...

Banks, ASIC still at war over fees-for-no-service

HARRISON WORLEY  |  TUESDAY, 12 MAR 2019
... what evidence the bank needs to use in proving an annual review was provided to financial advice customers of Count Financial, Financial Wisdom and the Pathways division of Commonwealth Financial Planning. ASIC said it strongly disagreed with the approach ...

CFS tops up Morgan Stanley mandate

KANIKA SOOD  |  WEDNESDAY, 9 JAN 2019
... returned 6% p.a. and Mercer SmartPath delivered 5.9% p.a. Colonial First State is set to demerge from CBA alongside Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and Mortgage Choice ...

Count Financial seeks new GM

JAMIE WILLIAMSON  |  MONDAY, 7 JAN 2019
The general manager of Commonwealth Bank-owned dealer group Count Financial has resigned. A spokesperson for Commonwealth Bank confirmed Ed Box has left the licensee to pursue a retail banking opportunity outside of CBA Group. Hugh Humphrey, CBA executive ...

CFS swaps global equities managers

KANIKA SOOD  |  FRIDAY, 14 DEC 2018
... people and currently hiring for an asset allocation role. Colonial First State is set to demerge from CBA alongside Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and Mortgage Choice ...

CBA sells CFSGAM, new wealth business chief executive appointed

KANIKA SOOD  |  WEDNESDAY, 31 OCT 2018
... executive and a chief financial officer for its wealth business, NewCo, which will include Colonial First State, Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and MortgageChoice. SocietyOne ...