COUNTPLUS

Financial planning

CountPlus has driven an internal transaction aimed at increasing the scale of its member firms....

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Financial planning

A West Australian financial planning firm given 10 weeks to find professional indemnity insurance may be just the tip of the iceberg as firms struggle to find affordable ...

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Financial planning

CountPlus member firm Mogg Osborne has completed a tuck-in acquisition of Freedom Accounting Group for $700,000. ...

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Financial planning

Brisbane-based Cooper Reeves has completed a tuck-in acquisition of CBD Wealth, which are both member firms of CountPlus....

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Financial planning

CountPlus member firm AdviceCo has announced it has completed a tuck-in acquisition of the accounting revenues of Arch Capital under the CountPlus ‘owner-driver, partner’...

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Financial planning

With IOOF yet to bed down its acquisition of MLC Wealth, competitor licensees have already revealed themselves by seeking to recruit disenchanted and worried advisers....

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Features

Mike Taylor writes that the Financial Planning Association may well have identified a key element of the future of the financial advice industry but no one should overloo...

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Financial planning

The Financial Planning Association’s announcement of job losses and an organisational restructure driven by declining adviser numbers has reawakened calls for a merger be...

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Financial planning

New market analysis has confirmed that while many advisers are leaving the industry, those that remain are culling clients they regard as unprofitable or hard to service....

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Features

Mike Taylor writes that timing is everything and that while Westpac and ANZ have largely cleared their books of their wealth management businesses, the Commonwealth Bank ...

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Features

Mike Taylor writes that the services of experienced financial advisers have never been in greater demand as clients attempt to come to terms with the market volatility be...

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Features

Mike Taylor writes that the transition of Count Financial advice practices to a user-pays model has starkly revealed the degree to which the end to grandfathering has als...

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Financial planning

Count Financial may have fewer advisers and fewer planning firms than in its halcyon days, but it has swelled the bottom line of CountPlus....

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Financial planning

The Bushfire Recovery Line, 13 HELP, has received a $100,000 donation from CountPlus....

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Financial planning

Standard 3 of the Financial Adviser Standards and Ethics Authority code of ethics goes further than is conventional and risks doing commercial damage....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 3 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 3 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 2 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 3 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 4 days ago