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....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 4 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 4 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 3 days ago