CENTREPOINT ALLIANCE

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...

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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...

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Financial planning

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

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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...

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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...

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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...

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People & Products

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

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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...

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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...

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Financial planning

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

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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....

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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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Financial planning

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

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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...

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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...

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