Centrepoint Alliance looks to growth from higher-margin adjacencies

centrepoint-alliance/AFSL/agm/share-price/john-shuttleworth/

Centrepoint Alliance has detailed how the firm is pivoting beyond licensee services in a bid to diversify the business and reshape its earnings mix as its share price lags licensee peers.

Read more about:

AUTHOR

JANA announces suite of senior promotions

JANA/appointment/promotion/

JANA Investment Advisers has enacted multiple internal promotions across its advisory, research and investment teams following a round of head appointments last month.

AUTHOR

First Sentier shifts Stewart Investors management as senior managers exit

First-Sentier-Investors/Stewart-Investors/portfolio-manager/

First Sentier has announced it will transition the Stewart Investors investment management responsibilities to its affiliate investment team in light of three senior portfolio manager exits.

Read more about:

AUTHOR

RLAM plans 2 fund launches for Australian market

London/asset-manager/fund-launch/global-equities/

The $365 billion UK fund manager Royal London Asset Management is to launch two funds in Australia by the end of November as it seeks to build an international presence.

Read more about:

AUTHOR

Education deadline to prompt steep upcoming adviser drops

Adviser-Ratings/adviser-numbers/advice-industry/report/

Adviser Ratings has revealed almost 400 advisers joined the FAR in the third quarter but, with just seven weeks to go until the education deadline, more than 1,000 could depart in the upcoming two quarters.

AUTHOR

Costly active ETFs penalised by investor flows

ETF/pricing/active-ETF/ETFs/

With ETF pricing becoming more competitive than ever, those active ETF vehicles priced higher than 120bps are the only segment of the popular product to see outflows.

Read more about:

AUTHOR

Pengana appoints Tyndall veteran as portfolio manager

Pengana/australian-equities/appointment/tyndall/

Pengana has appointed a senior fund manager from Tyndall Asset Management to join its Australian equities team, who departs after 18 years.

Read more about:

AUTHOR

Advice firm launches online investing solution targeting accessibility gap

OpenInvest/accessibility-of-advice/advice-gap/product-launch/

Hudson Financial Planning has partnered with OpenInvest to launch an online investing solution designed to address Australia’s advice accessibility challenge.

AUTHOR

Advisers’ perception gap on non-advice inefficiencies

financial-advisers/efficiency/data/

| By Alex Driscoll |

Advisers are underestimating how much time they spend on non-advice work, creating inefficiencies within their practice which has a financial impact on their bottom line, according to Elemnta.

AUTHOR

IAM promotes Press to chair

asset-manager/appointment/danielle-press/board-appointment/

Income Asset Management has promoted former ASIC commissioner, Danielle Press, as chair of its board following the retirement of John Nantes.

Read more about:

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 3 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

2 days 21 hours ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

6 days 18 hours ago
moneymanagement logo