Centrepoint Alliance targets growth across all 3 adviser streams

centrepoint alliance financial advice AFSL licensees

Centrepoint Alliance says it is “just getting started” as it looks to drive growth via expanding all three streams of advisers within the business.

AUTHOR

Which licensees saw the most complaints in FY24?

AFCA

AFCA’s latest statistics have shed light on which of the major licensees recorded the most consumer complaints in the last financial year.

AUTHOR

AWAG takes equity stake in Victorian advice firm

financial advice M&A regional Victoria

Four months after making its first equity partnership, the Australian Wealth Advisors Group has taken a second stake in a regional Victorian advice and accountancy firm.

AUTHOR

Schroders establishes new group executive committee

Schroders executive appointment

The UK-based global asset manager has formed a new group executive committee to accelerate its growth strategy following the commencement of its new CEO this month.

AUTHOR

PAC eyes accretive opportunities for long-term growth

Pacific Current Group GQG Partners funds under management

Pacific Current Group has used its AGM to detail its long-term growth plans after a period of multiple divestments and the progress of plans for a share buyback.

AUTHOR

Winners unveiled for Women in Finance Awards 2024

women in finance women in financial services awards gender equality gender diversity

Money Management and principal partner, Mortgage Choice, are proud to announce 30 winners for the annual Women in Finance Awards 2024.

AUTHOR

Financial adviser numbers swell by over a dozen

financial advice Wealth Data AFSL Colin Williams

The financial advice profession has lifted back above the 15,500 mark this week thanks to a double-digit net rise in adviser numbers, according to Wealth Data.

AUTHOR

Ambitious HNW advisers sharpen focus on alternatives

Alternatives HNW high net worth praemium financial advisers

High-net-worth advisers seeking to grow their businesses are likely to find alternatives to be a key part of the puzzle amid investor demand, according to Praemium’s head of private wealth.

AUTHOR

Morningstar appoints manager research director from TCorp

morningstar research research houses fund management

Research house Morningstar has welcomed a new director for manager research to cover Australian and New Zealand fund managers.

AUTHOR

The counterintuitive effect of ASIC’s reportable situations complexity

Joe Longo ASIC breach reporting licensees AICD

ASIC chair Joe Longo says the complexity of the reportable situations regime for AFSLs is impeding the ability of the regime to achieve its original aim of identifying non-compliant behaviour.

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 6 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 21 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 day 1 hour ago