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|Showing 1 - 10 of 100+ results for "CountPlus"|
|CountPlus member firm Unite Advisory has finalised the terms to acquire and merge with Coffs Harbour based advisory firm Bentley Brett & Vincent. The transaction includes an initial payment of $1.45 million and deferred payments over two years with ...|
|... a partner at Sydney-based Stonehouse. GJO Financial Services was part of Total Financial Solutions, a subsidiary of Countplus, between 2012 and February 2020. It moved licensees, operating under Lifespan FInancial Planning until this month when Owen ...|
|The 11 financial advice and accounting firms CountPlus has acquired this financial year are anticipated to bring in $9.4 million in revenue. In an operational update to the ASX, CountPlus managing director and chief executive Matthew Rowe said the group ...|
|CountPlus announced a 51% investment in a paraplanning and administration service. The listed dealer group has acquired the majority stake in Wealth Axis, which is a boutique provider of paraplanning, technology and administration support services to ...|
|... for dodgy financial advisers who were part of its former subsidiary Count Financial. CBA sold off Count Financial to CountPlus in mid-2019. At the time, CBA provided $200 million in indemnity to CountPlus. CBA this morning announced the indemnity bill ...|
|... accounting and superannuation specialist. Cooper Reeves and 4Front Holdings have merged and will now be rebranded to 4Front. CountPlus will sell its Cooper Reeves shares in exchange for shares in 4Front. The new firm is expected to double revenue to ...|
|... bring tremendous knowledge to the rest of our Membership, given our 'best practice sharing' ethos," he said. Recently, CountPlus member firm Kidmans acquired the financial services of other member firms. At the time, CountPlus chief executive Matthew ...|
|... Kidmans," Kidmans managing principal Ross Hedrick said. Colgin's financial advice clients will transfer to Kidmans. CountPlus chief executive Matthew Rowe said the transaction highlights the opportunities from Count Financial and its strong network. ...|
|... Sydney-based Strategic Wealth Management principal Nicholas Moustacas said one of the main reasons to partner with the CountPlus-owned licensee was that it is not owned by a company that's priority is to sell product. "Secondly, there are clearly ...|
|... grandfathered revenue, the group expects earnings in the second half to be negatively impacted. In a letter to shareholders, CountPlus chief executive Matthew Rowe said it is pleasing to report both the resilience of the CountPlus financial position ...|
Dimensional's sustainability suite is being expanded with the introduction of a new emerging markets fund with an ESG filter.
Pendal chief executive Nick Good says the firm is not ruling out future acquisitions, as it finalises its $414 million purchase of US value-oriented manager Thompson, Siegel and Walmsley.
The Victoria government's LaunchVic is looking for a fund manager to run a $120million startup fund.
The Association of Financial Advisers (AFA) has raised concerns about the cost of the government's proposed Compensation Scheme of Last Resort and the fact that super funds and managed investment schemes are excluded from the proposed regulation.
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