CENTREPOINT ALLIANCE

Financial planning

Licensee Centrepoint Alliance has completed the acquisition of Brighter Super’s annual review service advice book, via Financial Advice Matters. ...

Financial planning

With Centrepoint Alliance announcing the acquisition of Brighter Super’s advice book last month, the licensee has now confirmed some 80 per cent are set to transition acr...

Financial planning

Advice licensee Centrepoint Alliance has acquired the financial advice book of superannuation fund Brighter Super and will become the preferred partner to provide advice ...

Financial planning

A former chief executive of IOOF and managing director of Centrepoint Alliance has joined the board as chair of COG Financial, which previously made a bid to acquire advi...

Financial planning

Centrepoint Alliance is among this week’s largest adviser gains, with the licensee gaining multiple advisers from its rival Sequoia....

Financial planning

Former IOOF chief executive Chris Kelaher has joined Sequoia Financial Group in a consultancy capacity, as a corporate activist targets the licensee....

Financial planning

Licensee Centrepoint Alliance has shared its first half FY25 results with strong performance coming from the acquisition of Financial Advice Matters....

Expert Analysis

With email being the most-commonly used method of adviser communication with their clients, sharing sensitive documents can come with risk of cybercrime, writes Greg Hans...

Financial planning

The platform market is more likely to grow than consolidate in the upcoming years, according to platform expert Recep Peker, as the adviser cohort becomes a valuable targ...

Financial planning

Overall financial adviser numbers have fallen this week, although Centrepoint Alliance has seen this week’s largest gains, according to Wealth Data....

Financial planning

Centrepoint Alliance has formally launched its investment and superannuation platform IconiQ, in association with technology firm FNZ, as it looks to tap into the $1.1 tr...

Financial planning

An advice executive has shared how advisers should regularly assess the performance of their licensee, regardless of whether they are looking to leave, in order to preven...

Financial planning

Advice licensee Centrepoint Alliance has announced a service partnership with self-managed superannuation fund solution provider SuperConcepts....

Financial planning

Centrepoint Alliance has hired a head of distribution for platforms and investment management as its new IconiQ platform goes live. ...

Financial planning

Centrepoint Alliance says it is “just getting started” as it looks to drive growth via expanding all three streams of advisers within the business....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

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

5 months ago

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

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 5 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 4 days ago