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Showing 1 - 10 of 419 results for "Centric"

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... "That means we need to continue to develop a platform and digital experiences that go beyond the traditional investment-centric and goals-based planning experiences and look for ways we can improve a client's overall wellbeing. Designing compelling ...

Count completes Solutions Centric deal, reconsiders another

JAMIE WILLIAMSON  |  TUESDAY, 9 APR 2024
Count has finalised the acquisition of Solutions Centric, but flagged another of its recently announced deals isn't going to plan. The group's acquisition of 51% of Solutions Centric was effective on Friday, April 5. It first announced the deal on February ...

Count brings advice firm to network

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
... This year, former AMP Financial Planning licensee Tailored Lifetime Solutions joined Count. Count also acquired Solutions Centric, an Australian company that provides offshore accounting, tax, and SMSF services from India, and finalised its acquisition ...

BlackRock faces 'stiff competition' from APAC asset managers

ANDREW MCKEAN  |  TUESDAY, 2 APR 2024
... gatekeepers, the study ranks asset managers by evaluating brand attributes such as investment strategy appeal, client-centric approach, expertise, solidity, and local knowledge, uncovering the most revered global and regional brands across the US, APAC ...

Rest appoints general manager, product

JAMIE WILLIAMSON  |  WEDNESDAY, 6 MAR 2024
... to members, effective immediately. Rest chief member officer Deborah Potts said Tully will bring a "holistic and member-centric approach" to the role. "Scott is a uniquely talented and experienced superannuation expert. I am confident his expertise and ...

Melbourne advice firm joins Count

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
... expects Fortuna's advisers to join Count's licensee business. It also spent $4.1 million on SMSF services company, Solutions Centric. This month, Count announced the completion of the Diverger acquisition. The group now has 590 financial advisers and ...

Count completes Diverger acquisition

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... Shop, TaxBanter and Priority Networking to our existing businesses of Accurium and (the recently announced) Solutions Centric." "The addition of the CARE SMA portfolios and the supporting client-centric advice processes provide new growth opportunities. ...

Count posts positive results ahead of Diverger takeover

CHLOE WALKER  |  TUESDAY, 20 FEB 2024
... in funds under advice. With Diverger, this will grow to $30 billion. In February, the group acquired 51% of Solutions Centric, a company that provides offshore SMSF services out of India. The acquisition is expected to complete before March 31. "These ...

Centric hires chief client officer

CHLOE WALKER  |  MONDAY, 12 FEB 2024
... Morris will lead efforts to strengthen Centric's relationships with its clients and improve their overall experience. Centric is a Sydney-based wealth management platform and products designed to address Australia's "fractured fintech ecosystem". ...

Count drops $4.1m on SMSF services company

CHLOE WALKER  |  MONDAY, 12 FEB 2024
Count Limited (Count) has acquired Solutions Centric, a company that provides offshore SMSF services out of India, with an aim to expand its services segment to support financial planning and accounting businesses. Count will acquire 51% of the business ...
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