CENTREPOINT ALLIANCE

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...

Financial planning

Centrepoint board and executive members have voluntarily taken a 20% pay reduction and non-executive staff have been invited to salary sacrifice six weeks’ leave over six...

Features

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...

Funds management

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...

Financial planning

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

Expert Analysis

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...

Financial planning

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

Financial planning

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...

People & Products

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

Features

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...

Financial planning

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...

Financial planning

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

Financial planning

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....

People & Products

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

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months 4 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 3 days ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

6 days 7 hours ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

2 days 10 hours ago
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