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COUNTPLUS
Features
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 ...
Features
Mike Taylor writes that the services of experienced financial advisers have never been in greater demand as clients attempt to come to terms with the market volatility be...
Features
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...
Financial planning
Count Financial may have fewer advisers and fewer planning firms than in its halcyon days, but it has swelled the bottom line of CountPlus....
Financial planning
The Bushfire Recovery Line, 13 HELP, has received a $100,000 donation from CountPlus....
Financial planning
Standard 3 of the Financial Adviser Standards and Ethics Authority code of ethics goes further than is conventional and risks doing commercial damage....
Financial planning
Three months after the resignation of Matthew Rowe the Government has looked to former NAB Wealth executive, Will Hamilton, to fill the vacant industry spot on the board ...
Financial planning
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...
People & Products
The firm made a $2.89 million investment in the Gippsland area accounting and financial planning firm....
Features
As advice practices look to leverage the digital options to reduce costs, Mike Taylor writes that questions are being asked about the value that can be extracted by utili...
Financial planning
The firm looks to ensure all member firms fit into the “CountPlus family photograph”....
Financial planning
A panel of senior planning group executives have told a Money Management conference that advisers should lower their expectations with respect to the value of their advic...
Financial planning
The chief executive of CountPlus and former Financial Planning Association chair, Matthew Rowe, has resigned from the board of the Financial Adviser Standards and Ethics ...
Financial planning
Most firms impose contractual conditions on departing executives. CountPlus acted on them in taking legal action against a number of departing practice principals and ext...
Features
Mike Taylor writes that the Australian financial advice industry is embarking on a transition which will be completed in 2024 with the result that it will be very differe...
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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...