Centrepoint Alliance announces Partner’s Circle
Centrepoint Alliance has announced the formation of a community of advice firms known as Partners’ Circle.
Centrepoint Alliance said it shared an appetite for innovation with the advice firms.
The selection of these firms was based on various criteria, including quality of advice, satisfaction of clients, levels of client engagement, funds under management, and engagement with Centrepoint.
Centrepoint distribution and marketing executive, Soula Cargakis, said that the firms in the Partners’ Circle would receive dedicated service and management consulting resources, a program of special events, exclusive seminars and access to external partner expertise.
“Just as importantly, the Partners’ Circle will form a community of high performance firms that will share and learn from each other,” Cargakis said.
“While they each have their own particular client value propositions and business models, we hope they will all become exemplars for the non-institutional advice sector.”
“We also believe it will provide up and coming firms with something to aspire to.”
AUTHOR
Malavika Santhebennur
Recommended for you
The FAAA is set to launch an initiative next week to boost adviser numbers, offering support for Professional Year candidates and their supervisors.
Advice licensee Centrepoint Alliance could be more open to a proportional takeover bid after shareholders rejected a special resolution around takeover provisions.
Global private markets firm Partners Group has appointed a client solutions manager to strengthen its service offering across Australia’s southern states.
An aging profession and impending adviser exodus are fuelling a shift in the advice practice landscape, according to Adviser Ratings’ latest report, while internal restructuring prompts adviser redistribution.
