CENTREPOINT ALLIANCE
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....
Funds management
COG Financial Services has detailed the impact that the acquisition of a 20 per cent stake in Centrepoint Alliance has made on its performance and future business strateg...
Financial planning
Centrepoint Alliance chief executive John Shuttleworth foresees a “lucrative recruitment market” in the advice space in the next 12–18 months which will provide a tailwin...
Financial planning
ClearView has said it expects to completely exit wealth management by the third quarter of FY25....
Financial planning
Centrepoint Alliance is optimistic of benefitting from licensee switching to grow organically and is set to boost funds under advice via a new investment platform in Octo...
Financial planning
Adviser Ratings’ quarterly data has uncovered the top 10 financial advice licensees for growth and losses in the second quarter of the 2024 calendar year....
Financial planning
Looking over the past five financial years, which advice licensees have demonstrated consistent long-term share price growth for their investors?...
Financial planning
Three of Australia’s largest licensees saw growth in their financial advice numbers over the past week, despite an overall double-digit decline across the wider industry....
Financial planning
Newly launched advice business Freshwater Wealth is doubling down on its growth strategy as it looks to scale up its adviser footprint and Sydney client base....
Financial planning
Only two of the listed financial advice licensees have seen growth in their share price over the past year, half the volume in December 2023....
Financial planning
Centrepoint Alliance has the opportunity to sneak up from behind while the three major licensees are distracted as chief executive John Shuttleworth tells Money Managemen...
Financial planning
A new financial advice business, licensed by Centrepoint Alliance, has recently commenced operations servicing HNW clients including retiring Baby Boomers and single wome...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...