A financial advice firm has seen a weekly decline of 10 advisers, with all moving to a new licensee, while Centrepoint Alliance continues its “growth story”....
With an increase of 25 advisers since the start of the year, Wealth Data has identified the licensee seeing the largest organic adviser growth. ...
Centrepoint Alliance has shared details on the progress of fees for no service remediation, having conducted an assessment of its employed and self-employed advisers. ...
Inorganic growth is the trend of the day for licensees as multiple chief executives indicate how they intend to grow their businesses in 2024. ...
Centrepoint Alliance has reported a 63 per cent NPAT growth for 1H24 and is looking to its existing licensee network to enact their own acquisitions as they look for succ...
Two advice licensees have lost more than 26 per cent in their share price since the start of 2023, while another has seen gains of 35 per cent. ...
Centrepoint Alliance has appointed two non-executive directors, including one from COG Financial Services which took a 20 per cent stake in the business last month....
Centrepoint Alliance has appointed a former senior Colonial First State executive as an independent non-executive director on its board....
Following its withdrawal from the Diverger deal just days ago, COG Financial Services has announced a $13 million stake in this financial services licensee....
Centrepoint Alliance plans to launch an “Adviser Cloud” offering of adviser infrastructure for self-licensed advisers as well as a partnership to provide a portfolio admi...
Centrepoint Alliance has acquired a Brisbane financial advice firm with over $1 billion in funds under advice as part of its strategy to accelerate growth....
Looking at changes in adviser numbers since H2 2021 in terms of appointments and resignations, research reveals just two licensee groups report a net positive change....
There are ‘green shoots’ appearing in the financial adviser market, according to Centrepoint CEO John Shuttleworth, with the firm looking to grow its network via organic ...
Former ClearView managing director, Simon Swanson, has been appointed as chair of Centrepoint Alliance....
Announcing underlying NPAT of $36.5 million in its FY23 results, the firm has reaffirmed its focus on life insurance and will be exiting financial advice and wealth manag...
How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...
Faking exams and falsifying results..... Too stupid to comment on JG...
Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...