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|Showing 1 - 10 of 95 results for "Centrepoint Alliance"|
|... in May 2020 under the umbrella of TenFifty Financial Group. Before NAB, he worked at Keystone Partnership, Centrepoint Alliance, Suncorp Life and Macquarie Group. "I am looking forward to growing the Swell Asset Management brand across its target market ...|
|... solution, which is saving financial advisers nearly six hours per client, has snapped up partnerships with Centrepoint Alliance and other mid-tier licensees. Advice Revolution, founded by former advisers Adrian Patty and Shaun Green, aims to eliminate ...|
|Centrepoint Alliance has appointed a head of business and operations for its recently acquired advice software arm Enzumo. Farisha Cabrera will step into the position. She was most recently senior product manager for financial planning at Morningstar. ...|
|... distribution. Milford also appointed Brad Mackay to the position of regional manager for Queensland. He joins from Centrepoint Alliance and is a longstanding member of the Financial Planning Association of Australia. Prior to his time at Centrepoint ...|
|... chief executive of an ASX-listed financial advice group is set to leave the company. Angus Benbow has led Centrepoint Alliance since 2018. He will leave the company on May 28. Centrepoint did not ascribe a reason to the departure in its ASX filings. ...|
|A dealer group is offering a new fee structure for financial advisers who choose to work part-time. Centrepoint Alliance has launched a new flexible fee model, available to financial advice firms with more than one authorised representative. For advisers ...|
|... closely with head of distribution Martin Morris and chief commercial officer Mat Walker. Wright joined from Centrepoint Alliance where he worked across the firm's Ventura Managed Accounts Portfolios. He was at Centrepoint for almost seven years, starting ...|
|... does not alter FinChoice's position. Independent of the acquisition, FinChoice has been working with Centrepoint Alliance to outsource back-office operations," Mitchell said. REA said the transaction will allow it to significantly expand its offering. ...|
|... private equity backed Zenith Investment Partners , and its financial planning software Enzumo to ASX-listed Centrepoint Alliance .|
|... adviser needs, regulatory reforms and market dynamics," Koch said. Intelliflo recently formed an agreement with Centrepoint Alliance to distribute its services across the Australian market. Centrepoint Alliance's advice software provider subsidiary ...|
IOOF has appointed ClearView's chief risk officer to a newly created role, with ClearView nabbing the former chief of risk for Commonwealth Bank's wealth management arm.
Verve Super has launched a gender diversity index and will subsequently change how it allocates members' funds based on how Australian companies perform against the index.
Plenary has bolstered its funds management business, nabbing seven professionals who all worked on one AMP Capital fund.
The corporate regulator is fighting tooth and nail to make National Australia Bank pay a hefty penalty for charging customers fees in return for no service.
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