COUNTPLUS

Financial planning

The cessation of grandfathered rebate revenue has driven down the group’s adjusted net profit after tax to $7.444 million for FY21....

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Financial planning

Count Financial is offering fee discounts of $10,000-$15,000 per adviser to compete against rivals in recruitment as adviser departures weigh on its financial year result...

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Financial planning

Bentley Brett and Vincent will merge and be acquired by CountPlus member firm Unite Advisory for a total purchase consideration of $1.7 million....

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Financial planning

The biggest challenge facing the advice industry is getting out of the ‘siege mentality’ brought on by reforms and failing to look towards growth, an advisory firm believ...

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Financial planning

Licensees that have a cheap licencing offering are likely to be committing regulatory arbitrage which potentially puts advisers and consumers at risk, according to CountP...

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Financial planning

Approximately half of the advisers CountPlus had acquired from Count Financial have left, while 85% have completed the FASEA exam....

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Financial planning

CountPlus Limited has announced a 51% investment in boutique provider of paraplanning, technology and administration support services, Wealth Axis. ...

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Financial planning

Fee for no service and inappropriate advice issues are continuing to dog the Commonwealth Bank even though it has substantially exited financial planning....

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Funds management

In a period of regulatory change and market volatility, one wealth manager is leading the charge in share price performance after a difficult few years....

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Financial planning

Countplus has further leveraged its Owner/Driver strategy to deliver increased scale via the merger of two of its member accounting firms....

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Financial planning

CountPlus boss, Matthew Rowe, has forewarned shareholders to be ready to feel the revenue effects of the removal of grandfathering and product rebates but has claimed the...

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Financial planning

The firm’s ‘clean’ sustainable financial advice model and its client-centric accounting and advice helped improve profitability for the first half of FY2021. ...

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Editorial

If the Government wants the industry to pay for a compensation scheme of last resort then it needs to review and remove many other regulatory costs, starting with profess...

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Financial planning

Wholesale clients should have the financial capability and knowledge necessary to rely on professional indemnity insurance rather than accessing the proposed new compensa...

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Financial planning

Analysis undertaken by the chief executive of one of Australia’s publicly-listed financial planning licensees is suggesting that a number of financial planning firms are ...

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

19 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

19 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

20 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago