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Showing 11 - 20 of 125 results for "Centrepoint Alliance"

ClearView offloads managed investments unit

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

More consolidation is needed, says Diverger chief

CASSANDRA BALDINI  |  WEDNESDAY, 28 SEP 2022
... 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 plan. "Mergers ...

Increased scale drives Diverger results

CASSANDRA BALDINI  |  THURSDAY, 28 JUL 2022
... 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 group outlined ...

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

JAMIE WILLIAMSON  |  TUESDAY, 12 JUL 2022
... 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 are based on survey ...

Diverger takes stake in McGregor Wealth Management

CHLOE WALKER  |  MONDAY, 4 JUL 2022
... 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.

More than 1700 advisers gone already

JAMIE WILLIAMSON  |  FRIDAY, 1 JUL 2022
... likely due to its acquisition of E.L. & C. Baillieu. However, over 12 months Ords lost advisers and it is Centrepoint Alliance that has had the most advisers join since last July at 61. Finally, there was a total of 128 new AFSLs with at least one financial ...

Centrepoint says Diverger offer overlooks strategic value

JAMIE WILLIAMSON  |  MONDAY, 27 JUN 2022
Diverger's bid for Centrepoint Alliance does not reflect the company's strategic value, the latter's board has determined. Diverger handed Centrepoint a non-binding indicative offer last Thursday, offering about $65 million for 100% of the company's ...

Diverger makes $65m bid for Centrepoint Alliance

JAMIE WILLIAMSON  |  FRIDAY, 24 JUN 2022
With a 20% interest already under its belt, Diverger is looking to acquire 100% of Centrepoint Alliance. Yesterday, the listed advice group entered a call option deed with TIGA Trading and Thorney Holdings in respect of 19.99% of Centrepoint. This was ...

intelliflo announces first head of sales in Australia

ANDREW MCKEAN  |  TUESDAY, 24 MAY 2022
intellifo has hired Stuart Alsop to support the company's growth in the Australian market. In the newly created role, Alsop will be responsible for business development and building a sales team in Australia. Alsop joins intelliflo from FE fundinfo ...

LifeBid bolsters team

ELIZABETH MCARTHUR  |  MONDAY, 21 FEB 2022
... Austbrokers Life managing director Ben Donald; Australian Unity executive general manager, advice Matt Brown; Centrepoint Alliance group executive, advice Paul Cullen; Fortnum Private Wealth group chief executive Neil Younger and Synchron director Don ...