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COUNTPLUS
Financial planning
The biggest challenge facing the advice industry is getting out of the ‘siege mentality’ brought on by reforms and failing to look towards growth, an advisory firm believ...
Financial planning
Licensees that have a cheap licencing offering are likely to be committing regulatory arbitrage which potentially puts advisers and consumers at risk, according to CountP...
Financial planning
Approximately half of the advisers CountPlus had acquired from Count Financial have left, while 85% have completed the FASEA exam....
Financial planning
CountPlus Limited has announced a 51% investment in boutique provider of paraplanning, technology and administration support services, Wealth Axis. ...
Financial planning
Fee for no service and inappropriate advice issues are continuing to dog the Commonwealth Bank even though it has substantially exited financial planning....
Funds management
In a period of regulatory change and market volatility, one wealth manager is leading the charge in share price performance after a difficult few years....
Financial planning
Countplus has further leveraged its Owner/Driver strategy to deliver increased scale via the merger of two of its member accounting firms....
Financial planning
CountPlus boss, Matthew Rowe, has forewarned shareholders to be ready to feel the revenue effects of the removal of grandfathering and product rebates but has claimed the...
Financial planning
The firm’s ‘clean’ sustainable financial advice model and its client-centric accounting and advice helped improve profitability for the first half of FY2021. ...
Editorial
If the Government wants the industry to pay for a compensation scheme of last resort then it needs to review and remove many other regulatory costs, starting with profess...
Financial planning
Wholesale clients should have the financial capability and knowledge necessary to rely on professional indemnity insurance rather than accessing the proposed new compensa...
Financial planning
Analysis undertaken by the chief executive of one of Australia’s publicly-listed financial planning licensees is suggesting that a number of financial planning firms are ...
Financial planning
O’Brien Accountants and Advisers has completed a tuck-in acquisition of accounting business Hillard O’Donnell, with Damien O’Donnell becoming shareholder as part of the o...
Financial planning
Countplus’ net profit after tax has grown to $5.95 million for the 2020 financial year thanks to the firm’s deliberate operational focus and a discipline approach. ...
Financial planning
In a significant shift amid the transition of advice firms from MLC Wealth to IOOF a key Godfrey Pembroke firm, Ascent Private Wealth has opted to break ranks and move to...
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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,...