POWERED BY MOMENTUM MEDIA
MATTHEW ROWE
People & Products
AMP has completed its sale of SuperConcepts to private equity firm Pemba Capital Partners....
People & Products
Former CountPlus chief executive, Matthew Rowe, has taken up a new role as chair of an advisory board....
People & Products
CountPlus has announced that a new employment agreement with its chief executive and managing director, Matthew Rowe, will not be entered. ...
Financial planning
Potential adviser recruits are looking for practices that can mentor them, have technical training on hand, but also give back to the community....
Financial planning
Advisers need to leave the noise of 2021 in the past and focus on growth, recruitment, and building efficiencies in their businesses, according to Countplus....
Financial planning
In a response to the ongoing talent management challenges, CountPlus has announced its partnership with Melbourne Business School....
Financial planning
CountPlus has announced an acquisition of 49% shareholding accounting firm Southern Cross Business Advisers for $2.79 million, under the ‘owner, driver – partner’ model....
Financial planning
The cessation of grandfathered rebate revenue has driven down the group’s adjusted net profit after tax to $7.444 million for FY21....
Financial planning
Count Financial is offering fee discounts of $10,000-$15,000 per adviser to compete against rivals in recruitment as adviser departures weigh on its financial year result...
Financial planning
Bentley Brett and Vincent will merge and be acquired by CountPlus member firm Unite Advisory for a total purchase consideration of $1.7 million....
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
CountPlus Limited has announced a 51% investment in boutique provider of paraplanning, technology and administration support services, Wealth Axis. ...
Financial planning
The savings identified by the Financial Services Council in its new advice green paper are marginal, at best, according to the chief executive of major licensee, Countplu...
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...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
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....