Discontent with licensees has financial planning practices lining up at Countplus’s door
Barry Lambert’s listed wealth management business Countplus is in discussions with more than 20 high-quality financial planning practices about Countplus subsidiary Advice389 taking an equity stake in the businesses. Discontent with existing licensees is a major factor in financial planning firms entering discussions, says Advice389 chief executive officer Pierre Kraft. He says the Advice389 offer
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