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 ...
Phil Creswell has been appointed head of professional standards by Count Financial....
The new technology integrations will improve the back-end operations across its myprosperity, Astute Wheel, Padua Sorrento, Moneysoft and Iress platforms. ...
Affinitas Financial Planning is now Count Financial’s newest corporate authorised representative....
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...
Count Financial may have fewer advisers and fewer planning firms than in its halcyon days, but it has swelled the bottom line of CountPlus....
The Bushfire Recovery Line, 13 HELP, has received a $100,000 donation from CountPlus....
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...
The firm looks to ensure all member firms fit into the “CountPlus family photograph”....
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....
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....
The firm will acquire Count Financial from Commbank for $2.5 million....
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...
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...
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...
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...