CENTREPOINT ALLIANCE

People & Products

Former CVC Limited chief executive, Alexander Beard, has joined Centrepoint Alliance as its new independent non-executive director, effective 1 January, 2020....

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Features

As advice practices look to leverage the digital options to reduce costs, Mike Taylor writes that questions are being asked about the value that can be extracted by utili...

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Financial planning

A panel of senior planning group executives have told a Money Management conference that advisers should lower their expectations with respect to the value of their advic...

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Financial planning

Accelerated institutional dislocation will facilitate growth in the mid-tier segment, according to HUB24....

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Financial planning

Centrepoint Alliance’s new strategy announced last year has proved successful as the company has reported a profit turnaround for the financial year ended 30 June....

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People & Products

Centrepoint Alliance has hired two senior executives in the roles of group executive advice and group executive advice services and solutions....

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Financial planning

Centrepoint Alliance has signalled a strong move away from product development and towards advice servicing, ending its investment in NEOS Life....

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Features

Valid death benefit nominations offer security to clients, but advisers need to understand exactly how benefits will be paid out by super funds and ensure they fit with c...

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Financial planning

As Centrepoint Alliance announces a net loss of $6.3 million after tax for FY18, the firm has said it is launching a new strategy focused on strengthening its medium to l...

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People & Products

Centrepoint Alliance has appointed a second growth manager, Jason Tattershall, to its team. ...

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People & Products

Centrepoint Alliance has appointed Miriam Herold as the head of research to lead its research division....

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Financial planning

Centrepoint Alliance chief executive, Angus Benbow, says he sees the Royal Commission as an opportunity rather than a threat for appropriately structured planning groups....

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Financial planning

History has dragged on Centrepoint Alliance with the company announcing nine per cent growth from the prior comparable period, but still recorded a net loss after tax of ...

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People & Products

Centrepoint Alliance has announced the appointment of a new chief executive officer who will take over the position from next April....

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People & Products

Centrepoint Alliance announces changes to its board following retirement of John O’Shaughnessy....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 4 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

3 weeks 5 days ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

2 weeks 4 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 3 days ago