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CENTREPOINT
Financial planning
With the FY24 reporting season behind us, five major financial advice licensees are looking to achieve growth either through inorganic activity or internal expansion....
Funds management
COG Financial Services has detailed the impact that the acquisition of a 20 per cent stake in Centrepoint Alliance has made on its performance and future business strateg...
Financial planning
Centrepoint Alliance is optimistic of benefitting from licensee switching to grow organically and is set to boost funds under advice via a new investment platform in Octo...
Financial planning
The introduction of Rhombus Advisory has caused a shift in the top advice licensees as Insignia separates its advice business into two channels....
Financial planning
With the previous financial year behind us, Wealth Data has unveiled the top 10 financial advice licensees in terms of adviser gains and declines over the 12-month period...
Financial planning
Newly launched advice business Freshwater Wealth is doubling down on its growth strategy as it looks to scale up its adviser footprint and Sydney client base....
Financial planning
A new financial advice business, licensed by Centrepoint Alliance, has recently commenced operations servicing HNW clients including retiring Baby Boomers and single wome...
Financial planning
A financial advice firm has seen a weekly decline of 10 advisers, with all moving to a new licensee, while Centrepoint Alliance continues its “growth story”....
Financial planning
Wealth Data has revealed which financial advice licensee has lost the greatest number of advisers this financial year-to-date, with the firm declining by 59 advisers over...
Financial planning
Centrepoint Alliance has announced a net profit after tax of $6.3 million as it forecasts a strong recruitment pipeline of over 360 financial advisers looking to join the...
Financial planning
EXCLUSIVE Easing regulation has made it easier to be a licensee but Diverger is still in talks to see how it can grow its scale, according to chief executive, Nathan Jaco...
Financial planning
Growth in micro-AFSLs has taken a hit to the largest players with Insignia and AMP both seeing a drop in their market share as a result....
Financial planning
Looking at annual turnover statistics, Insignia has the highest annual adviser turnover rate of the big five licensees while Morgans has easily the lowest rate of turnove...
Financial planning
Centrepoint Alliance has thrown its weight behind introducing short and succinct Letters of Advice instead of lengthy Statement of Advice documents, as they would free up...
Financial planning
The combined group has over 1,300 licenced and self-licensed advisers and ClearView will have 25% voting power....
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So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...