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CENTREPOINT ALLIANCE
Financial planning
Centrepoint Alliance has ended the 2022 financial year with 517 licensed advisers with an additional 175 advisers coming from the acquisition in ClearView and a further 2...
Financial planning
Centrepoint Alliance has issued a response to the takeover bid by Diverger but believes the offer fails to fairly reflect the firm’s strategic value....
Financial planning
Diverger has submitted an indicative proposal to acquire Centrepoint Alliance....
Financial planning
ClearView Wealth Limited has reported operating earnings after tax of $13.9 million, up 14% on the previous corresponding period, following the sale of its financial advi...
Financial planning
The advice industry should not waste resources discussing changing the name of Statement of Advice (SOA) documents and instead follow what legislation requires, which is ...
Features
Managed accounts have come a long way in the two decades that they have been growing in Australia, Liam Cormican writes, but the only thing holding them back is their com...
Financial planning
Centrepoint Alliance is urging the advice industry to work together to provide advisers with blockchain-enabled annual consent processes to help optimise advice practices...
Financial planning
ClearView has announced underlying net profit after tax is up 54% to $22.7 million but operating earnings for its financial advice arm were down 58% as it sells it to Cen...
Features
Running a financial advice practice has never been harder, Jassmyn Goh writes, and advisers must find efficiencies and restructure their revenue sources to deliver their ...
Funds management
With Centrepoint Alliance returning 230%, which funds are offering exposure to the wealth management space?...
Funds management
In a period of regulatory change and market volatility, one wealth manager is leading the charge in share price performance after a difficult few years....
People & Products
Angus Benbow, Centrepoint Alliance chief executive, will depart the company on 28 May, 2021....
People & Products
HUB24’s head of strategic sales, Shane Muscat, will join Praemium in the same role; while Dale Wright has been added to the southern region sales team....
Financial planning
Changes to the financial advice industry could happen at a faster rate here than in the UK, despite the synergies between the two markets. ...
Financial planning
The firm has also announced a fully franked special dividend of three cents per share for H1 FY21....
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...