CENTREPOINT ALLIANCE
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....
Funds management
Earnings for the first half of the financial year for the firm were $2.1 million, prompting the firm to resume paying dividends....
Financial planning
Financial advisers facing a dilemma on whether they should go down a self-licensing path or join another licensee should review all the options and utilise the right obje...
People & Products
Charles Smith, former MLC Wealth business growth manager, has been appointed national recruitment manager....
Financial planning
Centrepoint Alliance is urging advice practices to consider long-term quality over short-term incentives as competition between the major dealer groups heats up in the wa...
Financial planning
Advisers need to be confident that a prospective licensee will be around in the future if they are looking for a discounted licensee, according to a panel....
Features
Although there is no set structure when it comes to practice management, advisers need to know what they want to achieve and how to best communicate their needs, Oksana P...
People & Products
Former IOOF portfolio manager Daniel Stojanovski will commence the role from 13 October, 2020....
Financial planning
Some financial advisers are facing a hefty rise in their dealership fees next year, prompting a senior dealer group chief executive to predict a flight to quality. ...
Financial planning
Centrepoint Alliance has reported a 61% growth in adviser fees during FY20, followed by an 11% growth in gross revenue driven by strong growth in new advisers and signifi...
Brendon Glass will be the new chief financial officer of the financial advice business services firm....
Life/Risk
The efforts of many clients and their life/risk advisers to write Agreed Value income protection cover before the 1 April deadline were stymied by the job COVID-19 job lo...
Financial planning
New research has confirmed that while financial advisers are busy helping their clients, they also have a strong focus on ensuring their own business survival in the curr...
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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...