Centrepoint Alliance announces Partner’s Circle
Centrepoint Alliance has announced the formation of a community of advice firms known as Partners’ Circle.
Centrepoint Alliance said it shared an appetite for innovation with the advice firms.
The selection of these firms was based on various criteria, including quality of advice, satisfaction of clients, levels of client engagement, funds under management, and engagement with Centrepoint.
Centrepoint distribution and marketing executive, Soula Cargakis, said that the firms in the Partners’ Circle would receive dedicated service and management consulting resources, a program of special events, exclusive seminars and access to external partner expertise.
“Just as importantly, the Partners’ Circle will form a community of high performance firms that will share and learn from each other,” Cargakis said.
“While they each have their own particular client value propositions and business models, we hope they will all become exemplars for the non-institutional advice sector.”
“We also believe it will provide up and coming firms with something to aspire to.”
AUTHOR
Malavika Santhebennur
Recommended for you
There is a gap in the market for Australian advisers to help individuals with succession planning as the country has been noted by Capital Group for being overly “hands off” around inheritances.
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager.
Having peaked at more than 40 per cent growth since the first M&A bid, Insignia Financial shares have returned to earth six months later as the company awaits a final decision from CC Capital.
Private market secondaries manager Coller Capital has unveiled a new education platform to improve advisers’ and investors’ understanding of secondaries.
