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

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