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CENTREPOINT
Financial planning
EXCLUSIVE Easing regulation has made it easier to be a licensee but Diverger is still in talks to see how it can grow its scale, according to chief executive, Nathan Jaco...
Financial planning
Growth in micro-AFSLs has taken a hit to the largest players with Insignia and AMP both seeing a drop in their market share as a result....
Financial planning
Looking at annual turnover statistics, Insignia has the highest annual adviser turnover rate of the big five licensees while Morgans has easily the lowest rate of turnove...
Financial planning
Centrepoint Alliance has thrown its weight behind introducing short and succinct Letters of Advice instead of lengthy Statement of Advice documents, as they would free up...
Financial planning
The combined group has over 1,300 licenced and self-licensed advisers and ClearView will have 25% voting power....
Financial planning
Centrepoint’s acquisition of Clearview’s advice business will create a new combined entity that will be one of the largest financial planning groups in the country in ter...
Financial planning
Revenue growth on advice fees has helped Centrepoint Alliance return to profitability in FY21 after reporting a loss in the previous year as the firm moves to acquire Cle...
Financial planning
Economics will eventually solve the adviser supply issue but not before the industry is recognised as a profession with the lag between people wanting to become advisers ...
Financial planning
Giving once-off advice is still costly for advisers to provide and will not solve the pricing issue which has come out of the rising cost of advice....
People & Products
John Shuttleworth has been appointed to lead Centrepoint Alliance in its next phase of growth as it focuses on expanding its offering and digitising key services....
Financial planning
More licensee groups offering different licences for part-time advisers might help retain talent, especially those who want to balance work/family commitments, including ...
Financial planning
Centrepoint Alliance has lost most of the adviser roles it expects to lose and it expects only a small cohort to drop-off at the end of the year....
Financial planning
Centrepoint Alliance has emerged as a financial advice bridgehead for UK advice technology firm, Intelliflo....
Financial planning
The Financial Planning Association’s proposals to have adviser registration over-ride licensing has run into a backlash from key financial planning licensees who say they...
Financial planning
Centrepoint chief executive, Angus Benbow, makes no bones about the group’s desire to grow the number of planners working under its license....
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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?...