Working from home is one of the biggest shifts globally to have come as a result of the COVID-19 pandemic. While a financial adviser’s work is centred around physical fa...

There have been mixed results for major listed financial groups in terms of volatility caused by COVID-19 with banks suffering least while firms such as OneVue and Challe...

Overcommunication and capital preservation are key when helping clients allay any concerns during this current volatile bear market, according to Centrepoint Alliance....

One of the biggest worries for people entering retirement is sequencing risk so financial advisers can add value to their clients by addressing this risk, Miriam Herold w...

Technological changes will be on the backburner this year as advisers focus on education, revenue model, and potentially licensee changes, according to Centrepoint Allian...

As more advisers looking for new licensees as a result of consolidation and aligned institutions shedding advice arms, advisers need to look past just price and discounts...

Former CVC Limited chief executive, Alexander Beard, has joined Centrepoint Alliance as its new independent non-executive director, effective 1 January, 2020....

As advice practices look to leverage the digital options to reduce costs, Mike Taylor writes that questions are being asked about the value that can be extracted by utili...

A panel of senior planning group executives have told a Money Management conference that advisers should lower their expectations with respect to the value of their advic...

Accelerated institutional dislocation will facilitate growth in the mid-tier segment, according to HUB24....

Centrepoint Alliance’s new strategy announced last year has proved successful as the company has reported a profit turnaround for the financial year ended 30 June....

Centrepoint Alliance has hired two senior executives in the roles of group executive advice and group executive advice services and solutions....

Centrepoint Alliance has signalled a strong move away from product development and towards advice servicing, ending its investment in NEOS Life....

Valid death benefit nominations offer security to clients, but advisers need to understand exactly how benefits will be paid out by super funds and ensure they fit with c...