MATTHEW ROWE

People & Products

Phil Creswell has been appointed head of professional standards by Count Financial....

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

The Bushfire Recovery Line, 13 HELP, has received a $100,000 donation from CountPlus....

Policy & Regulation

The Financial Adviser Standards and Ethics Authority is noting only three members of its executive team following the departure of its chief executive officer, Colin Chri...

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...

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

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...

Financial planning

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

Features

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...

Financial planning

Financial planning academic and “whistle-blower”, Adrian Raftery, has called for the resignation of four Financial Adviser Standards and Ethics Authority directors and th...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 5 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 2 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 5 days ago