COUNT FINANCIAL
Features
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 ...
People & Products
Phil Creswell has been appointed head of professional standards by Count Financial....
People & Products
The new technology integrations will improve the back-end operations across its myprosperity, Astute Wheel, Padua Sorrento, Moneysoft and Iress platforms. ...
Financial planning
Affinitas Financial Planning is now Count Financial’s newest corporate authorised representative....
Features
Mike Taylor writes that the transition of Count Financial advice practices to a user-pays model has starkly revealed the degree to which the end to grandfathering has als...
Financial planning
Count Financial may have fewer advisers and fewer planning firms than in its halcyon days, but it has swelled the bottom line of CountPlus....
Financial planning
The Bushfire Recovery Line, 13 HELP, has received a $100,000 donation from CountPlus....
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...
Financial planning
The firm looks to ensure all member firms fit into the “CountPlus family photograph”....
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 Commonwealth Bank has confirmed its exit from Financial Wisdom at the same time as announcing an 8.1 per cent decline in full-year net profit after tax....
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...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...