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COUNTPLUS
Financial planning
CountPlus has driven an internal transaction aimed at increasing the scale of its member firms....
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 ...
Financial planning
CountPlus member firm Mogg Osborne has completed a tuck-in acquisition of Freedom Accounting Group for $700,000. ...
Financial planning
Brisbane-based Cooper Reeves has completed a tuck-in acquisition of CBD Wealth, which are both member firms of CountPlus....
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’...
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....
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...
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...
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....
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 ...
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...
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...
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....
Financial planning
The Bushfire Recovery Line, 13 HELP, has received a $100,000 donation from CountPlus....
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
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,...