COUNTPLUS
People & Products
AZ Next Generation Advisory has recruited Countplus chief operating officer, Graham McGeagh, to drive expansion plans....
Financial planning
In a response to the ongoing talent management challenges, CountPlus has announced its partnership with Melbourne Business School....
Financial planning
CountPlus has announced the acquisition of Accurium from Challenger to expand its core service delivery to accounting firms and self-managed super funds. ...
Financial planning
CountPlus’ subsidiary and associate firms received over $3 million in JobKeeper in FY21, some 11 times more than the firm’s initial forecasts of around $260,000....
Financial planning
CountPlus has announced an acquisition of 49% shareholding accounting firm Southern Cross Business Advisers for $2.79 million, under the ‘owner, driver – partner’ model....
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....
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...
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....
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...
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...
Financial planning
Approximately half of the advisers CountPlus had acquired from Count Financial have left, while 85% have completed the FASEA exam....
Financial planning
CountPlus Limited has announced a 51% investment in boutique provider of paraplanning, technology and administration support services, Wealth Axis. ...
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....
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....
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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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...