COUNT FINANCIAL
Financial planning
The degree of commercial pain being felt by financial planning dealer groups has been laid bare in the documentation surrounding the CountPlus acquisition of Count Financ...
People & Products
Lifespan Financial Planning has announced the appointment of Michael Gershkov as its new national practice manager....
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...
Financial planning
Commonwealth Bank senior executive, Marianne Perkovic formally told the bank’s chief executive, Matt Comyn that she was disappointed she did not speak up loud enough to m...
Financial planning
CountPlus has acquired a strategic interest in the Victorian-based O'Brien Accountants & Advisors in what it said is the first of an expected round of growth transactions...
Financial planning
The Commonwealth Bank has targeted late 2019 for completing the demerger of its wealth assets after reporting a solid September quarter....
People & Products
Former Count Financial chief executive, Andrew Gale, has become a non-executive director of Harper Bernays....
Financial planning
Count Financial chief executive, David Lane has been recruited by Perpetual as group executive, Perpetual Investments....
Accounting
Running an SMSF advice arm may not be the best option for smaller accounting firms, according to Count Financial....
Editorial
Mike Taylor writes that accountant licensing has thus far proved to be the revolution which has not quite happened but the clock is still ticking. ...
Funds management
CBA has re-signed Morningstar as its primary investment research provider for its wealth management business. ...
Accounting
The challenges imposed by licensing and higher education standards are hitting older accountants and planners in equal measure....
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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...