COUNTPLUS
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...
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. ...
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...
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...
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 ...
Financial planning
O’Brien Accountants and Advisers has completed a tuck-in acquisition of accounting business Hillard O’Donnell, with Damien O’Donnell becoming shareholder as part of the o...
Financial planning
Countplus’ net profit after tax has grown to $5.95 million for the 2020 financial year thanks to the firm’s deliberate operational focus and a discipline approach. ...
Financial planning
In a significant shift amid the transition of advice firms from MLC Wealth to IOOF a key Godfrey Pembroke firm, Ascent Private Wealth has opted to break ranks and move to...
Financial planning
CountPlus has driven an internal transaction aimed at increasing the scale of its member firms....
Financial planning
A West Australian financial planning firm given 10 weeks to find professional indemnity insurance may be just the tip of the iceberg as firms struggle to find affordable ...
Financial planning
CountPlus member firm Mogg Osborne has completed a tuck-in acquisition of Freedom Accounting Group for $700,000. ...
Financial planning
Brisbane-based Cooper Reeves has completed a tuck-in acquisition of CBD Wealth, which are both member firms of CountPlus....
Financial planning
CountPlus member firm AdviceCo has announced it has completed a tuck-in acquisition of the accounting revenues of Arch Capital under the CountPlus ‘owner-driver, partner’...
Financial planning
With IOOF yet to bed down its acquisition of MLC Wealth, competitor licensees have already revealed themselves by seeking to recruit disenchanted and worried advisers....
Features
Mike Taylor writes that the Financial Planning Association may well have identified a key element of the future of the financial advice industry but no one should overloo...
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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...