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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’...

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

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

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ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

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While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

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