PROFESSIONAL INVESTMENT SERVICES

Financial planning

Centrepoint Alliance has found itself in litigation in the Singapore High Court with Aviva Asia over a 2012 transaction....

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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...

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Financial planning

After move from PIS to Guardian Advice, Noall & Co have appointed Gavin Glozier as its GM. ...

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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...

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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....

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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 ...

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Financial planning

PIS has completed a monitoring program with ASIC stating the group had made significant improvements in compliance and audit functions...

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Financial planning

ASIC has permanently banned Southport-based former financial adviser, Grant Patrick Thompson, from providing financial services....

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Financial planning

ASIC admits it targeted the big planning groups for shadow shopping because it thought it would make the most impact....

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People & Products

Centrepoint Alliance’s Professional Investment Services (PIS) business has appointed two new managers to its consulting team....

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Financial planning

Milana Pokrajac examines the advantages and disadvantages of vertically integrated advice compared to self-licensing and non-aligned advice....

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Financial planning

Centrepoint Alliance to assist planners gain their own licence and secure PI cover ...

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Editorial

PIS parent Centrepoint Alliance has reported an increase in pre-tax profit but was hit by declining numbers and ongoing claims against advisers....

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Financial planning

Centrepoint positions for handling regulatory and support issues with key appointments....

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People & Products

Centrepoint Alliance makes four appointments across its marketing, research, practice development and risk areas....

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago