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Count set to overtake Insignia in licensee shake-up

With Count’s acquisition of Diverger set to complete on 1 March, the firm will overtake Insignia Financial as the second-largest financial advice licensee in Australia.

Australia
Hugh-humphrey
Godfrey-pembroke
Colin-williams
Wt-financial-group
Industry-super-holdings
Alteris-financial-group
Morgans-group
With-count
Insignia-financial
Wealth-data
Akela-ventures

JANA FUA reaches $1.3tn as it takes on national advice firm

JANA has been chosen as the investment adviser for a national financial advice firm, its second appointment this month.

Brisbane
Queensland
Australia
Sydney
New-south-wales
Melbourne
Victoria
Rockhampton
Keith-jones
Michael-karagianis
Michael-maher
Alteris-financial-group

Advice group awards mandate to JANA

A financial advice group with close to $2 billion in funds under advice has selected JANA as its investment consultant.

Brisbane
Queensland
Australia
Sydney
New-south-wales
Rockhampton
Melbourne
Victoria
Keith-jones
Michael-karagianis
Alteris-financial-group

'They need to see they're represented': The importance of women in advice

The profession has struggled to retain women in the industry, but the feedback from the advice practices who have held onto female planners is clear – flexibility to crucial on top of all else.

Australia
Australians
Chris-haggart
Adele-martin
Sarah-abood
Joanne-akkari
Ryan-watson
Alteris-financial-group
International-women-day
Jade-financial-group
Financial-planning-association
Financial-group

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