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...

With the Commonwealth Bank’s planned exit from Financial Wisdom and the sale of Count Financial, all eyes have turned to the future of Colonial First State....

The firm will acquire Count Financial from Commbank for $2.5 million....

Mike Taylor writes that new research conducted by Money Management has confirmed general acceptance of the convergence of accounting and advice but only on the right term...

With the Commonwealth Bank confirming via its Pathways exit its intention to exit its wealth management businesses over time, attention has turned to the future of Financ...

Events over the past two months have revealed the number of commercial bets which have been placed predicated on the expected shape of the Australian financial planning i...

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...

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...

A new whitepaper has predicted a further important convergence between accounting and planning as the exit of the banks and the impacts of the Financial Adviser Standards...

Professional indemnity insurance premiums are rising because fewer insurers are participating in the market and questions are being asked about whether small, self-licens...

The accounting and financial advice firm, CountPlus, has reported a net profit after tax of $2.6 million for the six months to 31 December, 2018, compared to a $3.3 milli...

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...

The accounting and advice firm network has delivered an average profit margin from its firms of 15 per cent for fiscal 2018, up from 12 per cent in the prior year....

CountPlus has finalised a new agreement with leading Xero Limited, under which all existing member firms will now gain access to Xero cloud software....