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CENTREPOINT ALLIANCE
Financial planning
Centrepoint Alliance is among this week’s largest adviser gains, with the licensee gaining multiple advisers from its rival Sequoia....
Financial planning
Former IOOF chief executive Chris Kelaher has joined Sequoia Financial Group in a consultancy capacity, as a corporate activist targets the licensee....
Financial planning
Licensee Centrepoint Alliance has shared its first half FY25 results with strong performance coming from the acquisition of Financial Advice Matters....
Expert Analysis
With email being the most-commonly used method of adviser communication with their clients, sharing sensitive documents can come with risk of cybercrime, writes Greg Hans...
Financial planning
The platform market is more likely to grow than consolidate in the upcoming years, according to platform expert Recep Peker, as the adviser cohort becomes a valuable targ...
Financial planning
Overall financial adviser numbers have fallen this week, although Centrepoint Alliance has seen this week’s largest gains, according to Wealth Data....
Financial planning
Centrepoint Alliance has formally launched its investment and superannuation platform IconiQ, in association with technology firm FNZ, as it looks to tap into the $1.1 tr...
Financial planning
An advice executive has shared how advisers should regularly assess the performance of their licensee, regardless of whether they are looking to leave, in order to preven...
Financial planning
Advice licensee Centrepoint Alliance has announced a service partnership with self-managed superannuation fund solution provider SuperConcepts....
Financial planning
Centrepoint Alliance has hired a head of distribution for platforms and investment management as its new IconiQ platform goes live. ...
Financial planning
Centrepoint Alliance says it is “just getting started” as it looks to drive growth via expanding all three streams of advisers within the business....
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 chief executive John Shuttleworth foresees a “lucrative recruitment market” in the advice space in the next 12–18 months which will provide a tailwin...
Financial planning
ClearView has said it expects to completely exit wealth management by the third quarter of FY25....
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...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...