CENTREPOINT ALLIANCE
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....
Financial planning
Announcing underlying NPAT of $36.5 million in its FY23 results, the firm has reaffirmed its focus on life insurance and will be exiting financial advice and wealth manag...
Financial planning
Advice licensee Centrepoint Alliance is seeking a corporate adviser to evaluate M&A opportunities as it forecasts an EBITDA of $7.6 million for FY23....
Financial planning
Diverger has withdrawn its bid for Centrepoint Alliance after discussions between the two firms failed to progress....
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?...
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...