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CENTREPOINT ALLIANCE
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....
Financial planning
Centrepoint Alliance has signalled a strong move away from product development and towards advice servicing, ending its investment in NEOS Life....
Features
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...
Financial planning
As Centrepoint Alliance announces a net loss of $6.3 million after tax for FY18, the firm has said it is launching a new strategy focused on strengthening its medium to l...
People & Products
Centrepoint Alliance has appointed a second growth manager, Jason Tattershall, to its team. ...
People & Products
Centrepoint Alliance has appointed Miriam Herold as the head of research to lead its research division....
Financial planning
Centrepoint Alliance chief executive, Angus Benbow, says he sees the Royal Commission as an opportunity rather than a threat for appropriately structured planning groups....
Financial planning
History has dragged on Centrepoint Alliance with the company announcing nine per cent growth from the prior comparable period, but still recorded a net loss after tax of ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...