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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. ....

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. ....

New South Wales , Keith Jones , Michael Karagianis , Michael Maher , Alteris Financial Group , Financial Services , Uniting Financial Services , Uniting Church ,

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. ....

New South Wales , Keith Jones , Michael Karagianis , Alteris Financial Group ,