Financial services firm Centrepoint Alliance has moved its wealth management divisions under a single umbrella as it looks to simplify the firm's business structure.
Centrepoint Alliance’s businesses will now operate as a single brand with related sub-brands, the firm said in a statement.
Associated Advisory Practices will be renamed Centrepoint Alliance Licensee Solutions, while Alliance Wealth and Professional Investment Services will be known as Centrepoint Alliance Financial Advice, the statement said.
Also, Centrepoint Alliance Lending and Centrepoint Alliance Premium Funding will combine to become Centrepoint Alliance Lending Solutions, while Centrepoint Alliance Investment Solutions will house Ventura, vMAPS, and platform solutions.
Centrepoint managing director John de Zwart said Centrepoint is well-positioned to take leadership in the industry and set new standards of service for its clients.
“This newly simplified structure gives our advisers and brokers easier access to our technology, research, training, and investment solutions, particularly for those who operate across multiple business lines,” Mr de Zwart said.
“That makes it easier for advisers and brokers to lead their business and focus on their clients, which ultimately results in better outcomes for all.”
Property investors will be weighing up their options as prices continue to slide in the nation’s largest capital cities. ...
Future IM/Pact has signed on two new partners in an effort to attract more diverse talent into investment management. ...
The Australian ETF sector has reached its highest monthly funds under management (FUM) increase of $2.3 billion, surpassing the previous pea...