Adviser Cloud News Today

Centrepoint Alliance has appointed a former senior Colonial First State executive as an independent non-executive director on its board.

Centrepoint Alliance plans to launch an “Adviser Cloud” offering of adviser infrastructure for self-licensed advisers as well as a partnership to provide a portfolio administration service.

Good morning and welcome to your Morning Briefing for Thursday 10 August 2023. To get this in your inbox every morning click here. Charles Stanley new hires Charles Stanley has come to an agreement with Brown Shipley to add its court of protection (Cop) team to its existing team. This will add further scale to its

Adviser-focused platforms Novia Financial and Wealthtime have partnered with Finio to integrate with Intelliflo.

CashCalc, part of FE fundinfo, and Wealthcraft have launched a full two-way integration to help advisers by reducing the need to manually key client information between both of their accounts.

Adviser platform Fundment has launched an integration with cashflow tool CashCalc, in a bid help advisers save time while reducing the risk of errors through re-keying, it said.

Good morning and welcome to your Morning Briefing for Wednesday 23 February, 2022. To get this in your inbox every morning click here. Guidance vs advice The difference between guidance and advice remains a tricky question and needs to be resolved to help consumers. This came up on a panel at the Association of