Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
PROFESSIONAL INVESTMENT SERVICES
Financial planning
Centrepoint Alliance has found itself in litigation in the Singapore High Court with Aviva Asia over a 2012 transaction....
Financial planning
Centrepoint Alliance has increased its statutory net profit after tax by more than 100 per cent and will pay a dividend to its shareholders for the first time in eight ye...
Financial planning
After move from PIS to Guardian Advice, Noall & Co have appointed Gavin Glozier as its GM. ...
Financial planning
Centrepoint Alliance has posted an $11 million turn around in after tax profit in the last 12 months driven by good results in its advice and insurance funding businesses...
Financial planning
Centrepoint Alliance has set up an third financial planning group to operate alongside PIS and AAP launching the group at the start of the current financial year....
Financial planning
Licensees operating under AAP dealer services model will be offered succession planning, acquisition funding and client book purchasing support as part of a suite of new ...
Financial planning
PIS has completed a monitoring program with ASIC stating the group had made significant improvements in compliance and audit functions...
Financial planning
ASIC has permanently banned Southport-based former financial adviser, Grant Patrick Thompson, from providing financial services....
Financial planning
ASIC admits it targeted the big planning groups for shadow shopping because it thought it would make the most impact....
People & Products
Centrepoint Alliance’s Professional Investment Services (PIS) business has appointed two new managers to its consulting team....
Financial planning
Milana Pokrajac examines the advantages and disadvantages of vertically integrated advice compared to self-licensing and non-aligned advice....
Financial planning
Centrepoint Alliance to assist planners gain their own licence and secure PI cover ...
Editorial
PIS parent Centrepoint Alliance has reported an increase in pre-tax profit but was hit by declining numbers and ongoing claims against advisers....
Financial planning
Centrepoint positions for handling regulatory and support issues with key appointments....
People & Products
Centrepoint Alliance makes four appointments across its marketing, research, practice development and risk areas....
Never miss the latest news and developments in wealth management industry
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?...