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...

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People & Products

Lifespan Financial Planning has announced the appointment of Michael Gershkov as its new national practice manager....

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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...

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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...

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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...

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Financial planning

The Commonwealth Bank has targeted late 2019 for completing the demerger of its wealth assets after reporting a solid September quarter....

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People & Products

Former Count Financial chief executive, Andrew Gale, has become a non-executive director of Harper Bernays....

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Financial planning

Count Financial chief executive, David Lane has been recruited by Perpetual as group executive, Perpetual Investments....

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Accounting

Running an SMSF advice arm may not be the best option for smaller accounting firms, according to Count Financial....

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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. ...

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Funds management

CBA has re-signed Morningstar as its primary investment research provider for its wealth management business. ...

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Accounting

The challenges imposed by licensing and higher education standards are hitting older accountants and planners in equal measure....

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