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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...
MARKET INSIGHTS
Never miss the latest news and developments in wealth management industry
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...