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CENTREPOINT ALLIANCE
Financial planning
The advice industry should not waste resources discussing changing the name of Statement of Advice (SOA) documents and instead follow what legislation requires, which is ...
Features
Managed accounts have come a long way in the two decades that they have been growing in Australia, Liam Cormican writes, but the only thing holding them back is their com...
Financial planning
Centrepoint Alliance is urging the advice industry to work together to provide advisers with blockchain-enabled annual consent processes to help optimise advice practices...
Financial planning
ClearView has announced underlying net profit after tax is up 54% to $22.7 million but operating earnings for its financial advice arm were down 58% as it sells it to Cen...
Features
Running a financial advice practice has never been harder, Jassmyn Goh writes, and advisers must find efficiencies and restructure their revenue sources to deliver their ...
Funds management
With Centrepoint Alliance returning 230%, which funds are offering exposure to the wealth management space?...
Funds management
In a period of regulatory change and market volatility, one wealth manager is leading the charge in share price performance after a difficult few years....
People & Products
Angus Benbow, Centrepoint Alliance chief executive, will depart the company on 28 May, 2021....
People & Products
HUB24’s head of strategic sales, Shane Muscat, will join Praemium in the same role; while Dale Wright has been added to the southern region sales team....
Financial planning
Changes to the financial advice industry could happen at a faster rate here than in the UK, despite the synergies between the two markets. ...
Financial planning
The firm has also announced a fully franked special dividend of three cents per share for H1 FY21....
Funds management
Earnings for the first half of the financial year for the firm were $2.1 million, prompting the firm to resume paying dividends....
Financial planning
Financial advisers facing a dilemma on whether they should go down a self-licensing path or join another licensee should review all the options and utilise the right obje...
People & Products
Charles Smith, former MLC Wealth business growth manager, has been appointed national recruitment manager....
Financial planning
Centrepoint Alliance is urging advice practices to consider long-term quality over short-term incentives as competition between the major dealer groups heats up in the wa...
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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...