Count eyes success as significant wealth player; Is adviser experience equivalent to education?

Count’s chief executive, Hugh Humphrey, has told Money Management he hopes the firm’s rebranding will help it streamline its business as it acquires Affinia and sets out to be a significant player in wealth management.

In light of the recent experience pathway consultation, former AFA chief executive Phil Anderson has debated whether 10 years of experience can be comparable to a university degree.

Athan Papoulias, former contractor to and promoter of Courtenay House investments, has been sentenced to two years’ imprisonment for his role in the Ponzi scheme.

BT’s Private Portfolio Management business will transition to Mercer later this year, following the acquisition of Advance Asset Management and the transfer of BT Super.

New data has revealed that while more Australians are investing responsibly, those who are sceptical of ESG have hardened their stance.

Fund managers at the recent Lonsec Symposium have shared their thoughts on where investors should seek their equity and fixed income exposure in portfolios.

With initial signs that inflation might have passed its peak in Australia, portfolio managers have shared how they are positioning themselves for an interesting transition period in the coming months.