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|Search Results||Showing 1 - 10 of 89 results for "Centrepoint Alliance"|
|... 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 ...|
|Centrepoint Alliance reported $1.6 million in NPAT for the December half, as its total adviser numbers dropped slightly to 308. Gross revenue for the period was $70.6 million up 15% to the six-months ending June. Centrepoint's revenue comes from a mix ...|
|... for the firm's managed discretionary accounts service. Prior to that, she was national growth manager at Centrepoint Alliance for five years and spent over a decade in various business development roles at Zurich Financial Services. The hires mean Lifespan ...|
|Centrepoint Alliance has formed an agreement with UK-based financial advice technology provider Intelliflo to distribute the service across the Australian market. The ASX-listed advice group's adviser network will be some of the first in Australia to ...|
|... analyse it, investigate a range of other strategies, formulate the advice and compile the statement of advice." Centrepoint Alliance head of licensee standards Nicole Alexander, along with Dummett and Ardino, noted the most advised topics are retirement ...|
|Centrepoint Alliance has appointed a financial advice industry recruitment specialist to lead its national recruitment strategy. Charles Smith joins the ASX-listed firm as national recruitment manager. He was most recently at MLC Wealth where he spent ...|
|... of advisers leaving big institutions and potentially taking the self-licensing path. This is according to Centrepoint Alliance group executive of advice Paul Cullen, who said the ASX-listed firm is experiencing more than double the number of inbound ...|
The Australian Taxation Office yesterday couldn't answer exactly how many stapling-triggered employer checks it expects, but maintained its readiness for a July 1 go-live.
The asset manager is partnering with a start-up to build a new platform for institutional investors to trade digital currencies.
Australia's largest superannuation fund is taking issue with the proposed stapling regulations, arguing that the model is backwards and will not protect members from being stuck in dud funds.
The prudential regulator has commenced industry consultation on revisions to the prudential standards for life insurers to protect life insurance policy holders against the use of offshore reinsurers.
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