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COUNTPLUS
Financial planning
Three months after the resignation of Matthew Rowe the Government has looked to former NAB Wealth executive, Will Hamilton, to fill the vacant industry spot on the board ...
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...
People & Products
The firm made a $2.89 million investment in the Gippsland area accounting and financial planning firm....
Features
As advice practices look to leverage the digital options to reduce costs, Mike Taylor writes that questions are being asked about the value that can be extracted by utili...
Financial planning
The firm looks to ensure all member firms fit into the “CountPlus family photograph”....
Financial planning
A panel of senior planning group executives have told a Money Management conference that advisers should lower their expectations with respect to the value of their advic...
Financial planning
The chief executive of CountPlus and former Financial Planning Association chair, Matthew Rowe, has resigned from the board of the Financial Adviser Standards and Ethics ...
Financial planning
Most firms impose contractual conditions on departing executives. CountPlus acted on them in taking legal action against a number of departing practice principals and ext...
Features
Mike Taylor writes that the Australian financial advice industry is embarking on a transition which will be completed in 2024 with the result that it will be very differe...
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 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...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...