Capstone rebrands, launches online application system
Capstone Financial Planning has undergone a corporate and website rebranding, which includes the launch of an integrated online application system for financial planners and accountants.
Capstone managing director Grant O’Riley said the brand revitalisation represented the next stage in the company’s growth and development.
“Advisers need to leverage technology to achieve greater efficiencies in how they engage with clients and service these relationships into the future,” he said.
“This is why Capstone continues to invest significantly in people, resources and in-house support services, all of which ae necessary to help our advisers deliver a high standard of client service.”
O’Riley said the revelations currently unfolding at the Royal Commission serve to illustrate the clear distinction between the privately-owned licensees versus those licensees who have affiliations with the large institutions.
“Our new branding aims to build on our foundations as the licensee of choice for advisers who prefer an alternative to the institutions and require an extensive product and platform offering with a superior level and variety of service that they simply can’t get anywhere else.”
Recommended for you
Wrapping up the reporting season for the 2024–25 financial year, Money Management rounds up the results of Australia’s listed platforms.
Investment platform Praemium has announced an integration with fund services firm Clearstream’s platform into Praemium Spectrum, expanding advisers’ access to global funds and greater operational efficiency.
Financial services firm Akambo has rebranded itself as an investment management and asset consulting business after almost two decades of operation, targeting $20 billion in assets under management.
Licensee switching may be on the rise, but AFSLs are still finding ways to make the process difficult with small licensees identified as the biggest culprits.
