Search Results | Showing 1 - 10 of 43 results for "Consultum" |
| | | ... Count's 350 advisers. Interprac Financial Planning (326), Alliance Wealth (318), Charter Financial Planning (294), Consultum Financial Advisers (287), Lifespan Financial Planning (282), Synchron (260), and Ord Minnett (259) comprise the top 10 dealer ... |
| | | | A former Consultum Financial Advisers-licensed advice practice based in South Australia has joined the Count network. Murray Nankivell, also an accounting and business consulting provider, is the latest to join the ASX-listed firm, leaving behind Insignia-owned ... |
| | | | ... Planning had 331 employed advisers. Count Financial (310), Alliance Wealth (302), Charter Financial Planning (300), Consultum Financial Advisers (295), Lifespan Financial Planning (278), Ord Minnett (258), and Synchron Advice (257) comprised the top ... |
| | | | ... Financial Group and Bridges. Across its other brands, Insignia introduced a partnership ownership model for RI Advice Group, Consultum Financial Advisers, and TenFifty. It retained a small stake in Godfrey Pembroke and wants to offload Millennium3. One ... |
| | | | ... will be to its Advice Services business, where it will introduce a partnership ownership model for RI Advice Group, Consultum Financial Advisers, and TenFifty. This business will represent about $21 billion of Insignia's $24 billion in advice funds ... |
| | | | ... Interprac Financial Planning came in third place with 310 advisers. It bucked the trend by adding a net of 34 advisers. Consultum Financial Advisers (305), Alliance Wealth (286), Ord Minnett (267), Count Financial (266), Lifespan Financial Planning (258) ... |
| | | | ... Millennium 3 Financial Services (6) also received several complaints, as did Synchronised Business Services (6) and Consultum Financial Advisers (6). Among the non-aligned AFSLs, Personal Asset Services received 63 complaints for the period. A little-known ... |
| | | | ... with 546 advisers, followed by Morgans Financial on 447, Charter Financial Planning with 339, Synchron with 327, and Consultum with 306. In terms of advice brands, Insignia Financial is the largest with a combined 1342 advisers across its various groups. ... |
| | | | ... Business Services had 377. The remaining top 10 groups with the largest numbers are Charter Financial Planning (376), Consultum Financial Advisers (320), SMSF Advisers Network (283), Count Financial (278), Interprac Financial Planning (267), Alliance ... |
| | | | ... are stockbrokers," Rainmaker said. In terms of dealer groups, many FPA members came from AMP Financial Planning (266), Consultum Financial Advisers (233), Charter Financial Planning (168) and Aware Financial Services (157). Synchronised Business Services ... |
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