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CENTREPOINT ALLIANCE
Financial planning
Advisers need to be confident that a prospective licensee will be around in the future if they are looking for a discounted licensee, according to a panel....
Features
Although there is no set structure when it comes to practice management, advisers need to know what they want to achieve and how to best communicate their needs, Oksana P...
People & Products
Former IOOF portfolio manager Daniel Stojanovski will commence the role from 13 October, 2020....
Financial planning
Some financial advisers are facing a hefty rise in their dealership fees next year, prompting a senior dealer group chief executive to predict a flight to quality. ...
Financial planning
Centrepoint Alliance has reported a 61% growth in adviser fees during FY20, followed by an 11% growth in gross revenue driven by strong growth in new advisers and signifi...
Brendon Glass will be the new chief financial officer of the financial advice business services firm....
Life/Risk
The efforts of many clients and their life/risk advisers to write Agreed Value income protection cover before the 1 April deadline were stymied by the job COVID-19 job lo...
Financial planning
New research has confirmed that while financial advisers are busy helping their clients, they also have a strong focus on ensuring their own business survival in the curr...
Financial planning
Centrepoint board and executive members have voluntarily taken a 20% pay reduction and non-executive staff have been invited to salary sacrifice six weeks’ leave over six...
Features
Working from home is one of the biggest shifts globally to have come as a result of the COVID-19 pandemic. While a financial adviser’s work is centred around physical fa...
Funds management
There have been mixed results for major listed financial groups in terms of volatility caused by COVID-19 with banks suffering least while firms such as OneVue and Challe...
Financial planning
Overcommunication and capital preservation are key when helping clients allay any concerns during this current volatile bear market, according to Centrepoint Alliance....
Expert Analysis
One of the biggest worries for people entering retirement is sequencing risk so financial advisers can add value to their clients by addressing this risk, Miriam Herold w...
Financial planning
Technological changes will be on the backburner this year as advisers focus on education, revenue model, and potentially licensee changes, according to Centrepoint Allian...
Financial planning
As more advisers looking for new licensees as a result of consolidation and aligned institutions shedding advice arms, advisers need to look past just price and discounts...
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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...