Wholesale clients should have the financial capability and knowledge necessary to rely on professional indemnity insurance rather than accessing the proposed new compensa...
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 ...
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...
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. ...
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...
CountPlus has driven an internal transaction aimed at increasing the scale of its member firms....
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 ...
CountPlus member firm Mogg Osborne has completed a tuck-in acquisition of Freedom Accounting Group for $700,000. ...
Brisbane-based Cooper Reeves has completed a tuck-in acquisition of CBD Wealth, which are both member firms of CountPlus....
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’...
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....
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...
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...
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....
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 ...
What happened to the 700,000 million of MLC if $1.2 Billion was migrated to Expand but Expand had only 512 Million in in...
The judge was quite undrstanding! THEN AASSIICC comes along and closes him down!All you 15600 people who work in the bu...
How could that underestimate happen?usually the quote transfer straight into the SOA, and what on earth has the commissi...