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MATTHEW ROWE
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
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
CountPlus has driven an internal transaction aimed at increasing the scale of its member firms....
Financial planning
With AMP Capital representing the jewel in the crown of AMP Limited, what will the bidders for the business have in mind for AMP’s financial planning business?...
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...
Financial planning
The Financial Planning Association’s proposals to have adviser registration over-ride licensing has run into a backlash from key financial planning licensees who say they...
Financial planning
The Financial Planning Association’s announcement of job losses and an organisational restructure driven by declining adviser numbers has reawakened calls for a merger be...
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...