BARRY LAMBERT

Financial planning

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

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

The Commonwealth Bank has begun the sell-down of its wealth management assets with the sale of Count Financial to associated and independently publicly-listed firm, Count...

Outsider

Outsider was delighted to learn that his old mate Barry Lambert is being honoured by Countplus by having a Harvard Business School scholarship named after him....

People & Products

Countplus has launched a Harvard Business School scholarship honouring industry veteran and founder, Barry Lambert....

Financial planning

Industry veteran, Barry Lambert, has retired as chairman of Countplus and will be succeeded by Ray Kellerman....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 2 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week ago
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