Centrepoint Alliance eyes growth ‘in its own backyard’

licensees/centrepoint-alliance/acquisition/M&A/

| By Jasmine Siljic |

Centrepoint Alliance has reported a 63 per cent NPAT growth for 1H24 and is looking into its existing licensee network to enact their own acquisitions as they look for succession plans.

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licensees

centrepoint alliance

acquisition

M&A

AUTHOR

Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

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Praemium targets 50% FUA growth on OneVue

iress/OneVue/praemium/anthony-wamsteker/platforms/

| By Laura Dew |

People & Products

Technology platform Praemium expects to be able to grow FUA on the OneVue platform by 50 per cent to $6 billion within 18 months of its acquisition.

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AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Fund managers pivoting to wholesale over retail investors

wholesale-investing/retail-investors/Funds-management/

| By Jasmine Siljic |

Funds management

Australian investment managers are pivoting away from retail investors and towards the allure of private clients, according to Sentient Group, while the sophisticated investor test remains under fire.

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wholesale investing

retail investors

Funds management

AUTHOR

Jasmine Siljic

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Bragg calls for ‘heads on spikes’ over wrongdoing

Dixon-Advisory/andrew-bragg/AFCA/ASIC/

| By Laura Dew |

Financial planning

Dixon Advisory is a prime example of ASIC’s lack of enforcement action and wrongdoing will continue unless there are “heads on spikes”, according to Senator Andrew Bragg.

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AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Iress divests OneVue platform business

iress/OneVue/praemium/platforms/

| By Laura Dew |

People & Products

Iress has found a buyer for its OneVue platform business as it moves to streamline the business to three core segments of wealth management, trading and superannuation.

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AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Super offsets managed fund outflows at Australian Ethical

Australian-Ethical/superannuation-funds/christian-super/managed-funds/John-McMurdo/

| By Laura Dew |

Funds management

Australian Ethical has reported a 15 per cent FUM rise as it scales up the business to benefit from a mega trend of responsible investing.

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AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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ASIC flags licensees’ role in super underperformance oversight

licensees/AFSL/research-houses/ASIC/superannuation-funds/

| By Laura Dew |

Financial planning

ASIC has shared findings on the role of advice licensees in the oversight of superannuation fund performance, highlighting their approved product lists and use of research houses as well as actions going forward.

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AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Competition heats up for compliance talent amid regulatory change

risk-management/compliance/recruitment/Kaizen-Recruitment/regulation/

| By Jasmine Siljic |

Financial planning

As persistent regulatory changes drive demand for risk and compliance teams, competition is heating up in the shallow talent pool, with firms taking up to six months to fill positions.

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Jasmine Siljic

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ClearView pivots to simplified business with wealth exit

ClearView/ClearView-Wealth/insurance/

| By Laura Dew |

Financial planning

ClearView Wealth has shared progress on its exit from financial advice and wealth management following a strategic review as it seeks to become a simplified insurance business.

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ClearView

ClearView Wealth

insurance

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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What has Bragg concluded from ASIC inquiry?

andrew-bragg/senate/Senate-Economic-References-Committee/ASIC/

| By Laura Dew |

Financial planning

Senator Andrew Bragg has shared his biggest takeaway from chairing the Senate’s ASIC inquiry ahead of the publication of its final report, while calling for a wider financial system inquiry.

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andrew bragg

senate

Senate Economic References Committee

ASIC

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Centrepoint Alliance eyes growth ‘in its own backyard’

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Praemium targets 50% FUA growth on OneVue

AUTHOR

Laura Dew

Laura 's social profiles:

Fund managers pivoting to wholesale over retail investors

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Bragg calls for ‘heads on spikes’ over wrongdoing

AUTHOR

Laura Dew

Laura 's social profiles:

Iress divests OneVue platform business

AUTHOR

Laura Dew

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Super offsets managed fund outflows at Australian Ethical

AUTHOR

Laura Dew

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ASIC flags licensees’ role in super underperformance oversight

AUTHOR

Laura Dew

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Competition heats up for compliance talent amid regulatory change

AUTHOR

Jasmine Siljic

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ClearView pivots to simplified business with wealth exit

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Laura Dew

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What has Bragg concluded from ASIC inquiry?

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