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Showing 11 - 20 of 146 results for "Centrepoint"

HUB24 unit Class hires ops manager

ELIZABETH FRY  |  FRIDAY, 1 SEP 2023
... technology firm owned by HUB24 - has appointed Kate Anderson as general manager of operations. Anderson joins from Centrepoint Alliance, where she served as group executive, advice services and solutions. Here, she oversaw strategy development and delivery ...

ClearView reset pays dividends

KARREN VERGARA  |  WEDNESDAY, 23 AUG 2023
... dealer groups comprising of 4000 advisers. ClearView handed over its financial advice business for $15.2 million to Centrepoint Alliance in 2021, in turn for a 25% shareholding in the latter. Centrepoint also took over ClearView subsidiaries ClearView ...

Centrepoint names new chair, borrows $10m for M&A

CASSANDRA BALDINI  |  WEDNESDAY, 23 AUG 2023
... through mergers and acquisitions. After seven years at the head of the table, Alan Fisher is stepping down as chair of Centrepoint Alliance. He will be replaced by former ClearView Wealth chief executive Simon Swanson, effective immediately. It comes ...

Centrepoint Alliance scoping for scale

JAMIE WILLIAMSON  |  FRIDAY, 24 FEB 2023
Centrepoint Alliance said it is actively hunting acquisition opportunities, as it reported a significant increase in profit for the first half. Reporting to the ASX, Centrepoint Alliance recorded a $2.8 million increase in profit before tax, largely ...

ClearView offloads managed investments unit

KARREN VERGARA  |  FRIDAY, 24 FEB 2023
... ClearView while enabling us to continue participating in the growing advice margin through our strategic interest in Centrepoint Alliance".

CommSec, AUSIEX to pay $27m penalty

JAMIE WILLIAMSON  |  WEDNESDAY, 26 OCT 2022
... AUSIEX." The court also held that CommSec made a false or misleading representation when it said it considered ASX CentrePoint an execution venue for those customers who submitted orders via the ASB Securities platform when it did not. This meant some ...

More consolidation is needed, says Diverger chief

CASSANDRA BALDINI  |  WEDNESDAY, 28 SEP 2022
... than $1 million dollars of revenue. Scale creates the ability to invest." In June, Diverger made a bid to acquire Centrepoint Alliance, but it fell through. Regardless, Jacobsen said that mergers and acquisitions are still well and truly part of its ...

Increased scale drives Diverger results

CASSANDRA BALDINI  |  THURSDAY, 28 JUL 2022
... they're all growing well." In an effort to further increase that scale, Diverger recently made an offer to acquire Centrepoint Alliance, while Jacobsen couldn't comment further, he said the discussions are ongoing and currently inconclusive. The ...

Those most in need of advice see least value in it: Research

JAMIE WILLIAMSON  |  TUESDAY, 12 JUL 2022
... contribute to financial inequality in society," Krishnamurti said. The research was funded by Magellan Asset Management, Centrepoint Alliance, the Financial Planning Association of Australia and the Financial Planning Education Council. The findings ...

Diverger takes stake in McGregor Wealth Management

CHLOE WALKER  |  MONDAY, 4 JUL 2022
... cash dividends." The news comes after Diverger proposed a $65 million acquisition of leading financial adviser firm Centrepoint Alliance in late June. The potential merger could create the third largest licensee behind Insignia and AMP.