COUNTPLUS

Financial planning

In a response to the ongoing talent management challenges, CountPlus has announced its partnership with Melbourne Business School....

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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. ...

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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....

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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....

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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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Never miss the latest news and developments in wealth management industry

Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

2 days ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

2 days ago
JOHN GILLIES

Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...

2 days 19 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....

10 months 1 week 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. ...

10 months ago

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

10 months 2 weeks ago