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COUNT FINANCIAL
Financial planning
CountPlus chief executive, Matthew Rowe has confirmed an early 2020 end-date for Total Financial Solutions, with the majority of authorised representatives moving to Coun...
Financial planning
The firm looks to ensure all member firms fit into the “CountPlus family photograph”....
Financial planning
With the Commonwealth Bank’s planned exit from Financial Wisdom and the sale of Count Financial, all eyes have turned to the future of Colonial First State....
Financial planning
The Commonwealth Bank has confirmed its exit from Financial Wisdom at the same time as announcing an 8.1 per cent decline in full-year net profit after tax....
Financial planning
The firm will acquire Count Financial from Commbank for $2.5 million....
Features
Mike Taylor writes that new research conducted by Money Management has confirmed general acceptance of the convergence of accounting and advice but only on the right term...
Financial planning
With the Commonwealth Bank confirming via its Pathways exit its intention to exit its wealth management businesses over time, attention has turned to the future of Financ...
Editorial
Events over the past two months have revealed the number of commercial bets which have been placed predicated on the expected shape of the Australian financial planning i...
Financial planning
The degree of commercial pain being felt by financial planning dealer groups has been laid bare in the documentation surrounding the CountPlus acquisition of Count Financ...
People & Products
Lifespan Financial Planning has announced the appointment of Michael Gershkov as its new national practice manager....
Financial planning
The Commonwealth Bank has begun the sell-down of its wealth management assets with the sale of Count Financial to associated and independently publicly-listed firm, Count...
Financial planning
Commonwealth Bank senior executive, Marianne Perkovic formally told the bank’s chief executive, Matt Comyn that she was disappointed she did not speak up loud enough to m...
Financial planning
CountPlus has acquired a strategic interest in the Victorian-based O'Brien Accountants & Advisors in what it said is the first of an expected round of growth transactions...
Financial planning
The Commonwealth Bank has targeted late 2019 for completing the demerger of its wealth assets after reporting a solid September quarter....
People & Products
Former Count Financial chief executive, Andrew Gale, has become a non-executive director of Harper Bernays....
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...