CENTREPOINT ALLIANCE
Financial planning
Centrepoint Alliance has upgraded its expected financial results for FY24, thanks to strong adviser recruitment and the acquisition of Queensland advice firm Financial Ad...
Financial planning
A financial advice firm has seen a weekly decline of 10 advisers, with all moving to a new licensee, while Centrepoint Alliance continues its “growth story”....
Financial planning
With an increase of 25 advisers since the start of the year, Wealth Data has identified the licensee seeing the largest organic adviser growth. ...
Financial planning
Centrepoint Alliance has shared details on the progress of fees for no service remediation, having conducted an assessment of its employed and self-employed advisers. ...
Financial planning
Inorganic growth is the trend of the day for licensees as multiple chief executives indicate how they intend to grow their businesses in 2024. ...
Financial planning
Centrepoint Alliance has reported a 63 per cent NPAT growth for 1H24 and is looking to its existing licensee network to enact their own acquisitions as they look for succ...
Financial planning
Two advice licensees have lost more than 26 per cent in their share price since the start of 2023, while another has seen gains of 35 per cent. ...
People & Products
Centrepoint Alliance has appointed two non-executive directors, including one from COG Financial Services which took a 20 per cent stake in the business last month....
People & Products
Centrepoint Alliance has appointed a former senior Colonial First State executive as an independent non-executive director on its board....
Financial planning
Following its withdrawal from the Diverger deal just days ago, COG Financial Services has announced a $13 million stake in this financial services licensee....
Financial planning
Centrepoint Alliance plans to launch an “Adviser Cloud” offering of adviser infrastructure for self-licensed advisers as well as a partnership to provide a portfolio admi...
Financial planning
Centrepoint Alliance has acquired a Brisbane financial advice firm with over $1 billion in funds under advice as part of its strategy to accelerate growth....
Financial planning
Looking at changes in adviser numbers since H2 2021 in terms of appointments and resignations, research reveals just two licensee groups report a net positive change....
Financial planning
There are ‘green shoots’ appearing in the financial adviser market, according to Centrepoint CEO John Shuttleworth, with the firm looking to grow its network via organic ...
People & Products
Former ClearView managing director, Simon Swanson, has been appointed as chair of Centrepoint Alliance....
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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...