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CENTREPOINT ALLIANCE
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....
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....
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...